Take Advantage of the Tax-time Touchpoint.

March 25, 2019

Show your clients how you can help them keep more of what they make in 2019.

Help demonstrate value your clients can see.

Show your clients your understanding of the Tax Cuts and Jobs Act of 2017 and how you can help save them money in 2019 and beyond.

Download your Tax-time Toolkit using the form below.
It can help to simplify the new Form 1040 and provide actionable steps you can take right away to help manage your clients’ ongoing tax needs. You’ll learn:

  • How to aid clients with the 2018 Form 1040
  • Ways to talk about active tax management and year-round planning
  • How to host a client meeting when the topic is tax planning

Your toolkit includes these investor-approved materials:

  • Tax-smart Investing brochure
  • 1040 Tax Return Line Item Review
  • Tax and Estate Planning Checklist

Get your Tax-time Toolkit now.

For more information, insight and guidance on ways you can use your tax know-how to help deepen client relationships, please contact an SEI consultant at 888-734-2679.  

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Legal Note

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

There are risks involved with investing, including loss of principal.