Скачать или смотреть The Six-Figure Tax Deduction Most Advisors Miss

Pre-Flight Review Checklist (Advisor Diagnostic Tool):
https://www.apogeecapitalrg.com/check...

As year-end approaches, many successful clients believe they’ve done everything right.

Their 401(k) is maxed out.
Profit sharing is funded.
And they assume they’ve reached the ceiling of tax-efficient planning.

But for business owners, law partners, and medical professionals earning $750,000+, the math tells a different story.

A standard defined contribution limit shelters less than 10% of their income — leaving hundreds of thousands exposed to the highest marginal tax rates.

This isn’t just a tax problem.

It’s a relationship risk.

When your client hears a peer talk about deducting $300,000–$400,000 annually using a Cash Balance Plan, questions start to form:

“Why didn’t we discuss this?”
“Are we missing other planning opportunities?”

In this video, I cover:

• Why “maxed-out” doesn’t mean optimized
• How Cash Balance Plans can dramatically increase deductible savings
• Why missed deductions quietly become competitor talking points
• How elite advisors surface off-statement risks before others do

The biggest threats to client relationships don’t show up on performance reports.

They surface later — when a competitor shines a light on what was overlooked.

That’s why I developed the Pre-Flight Review Checklist — a simple diagnostic designed to identify hidden planning gaps before your next client or prospect meeting.

— Kerry Pulliam, CFP®, AEP®, CEPA®
For advisor use only