Скачать или смотреть Concierge Corner Tax Legacy Compass

Many clients face a silent threat when selling a highly appreciated asset — unnecessary capital gains tax that erodes decades of hard work. In this episode of Concierge Corner, we introduce the Tax Legacy Compass — a planning framework designed to help advisors guide clients before a sale, protect their equity, and turn liquidity into lasting legacy.

You’ll learn how to frame the right questions, shift client thinking from “tax is inevitable” to “strategy creates control,” and position yourself as the trusted guide during the most financially defining moment of many clients’ lives.

Key insights covered:
• Why pre-sale positioning matters more than tax tactics
• The mindset that elevates advisors into strategic advocates
• Questions that open high-value legacy conversations
• A real case example demonstrating the power of proactive tax strategy

If you work with business owners, landowners, or clients preparing for significant liquidity, this framework will help you deepen relationships and elevate your practice.

Ready to explore Tax Legacy Compass planning with me?
Book a conversation and let’s build tax-efficient legacy strategies together.


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