Help Your Clients Save More in Taxes

Tax plays a critical part in nearly all elements of financial planning — and your clients are looking to you to help minimize their tax burden, maximize after-tax gains, and avoid costly planning mistakes.

THE OPPORTUNITY

Stand Out with Tax Planning Expertise

Taxes are on everyone’s mind — and no client wants to pay more than they have to. Consumers are increasingly seeking out financial professionals who can provide holistic, tax-informed planning strategies for individuals, families, and businesses, especially during a time when we’re seeing significant changes to the tax code.

The IRS estimates Americans paid nearly $5.7 billion in tax penalties in 2017 alone, demonstrating the need for knowledgeable tax-informed planners.1

1 IRS. 2017.

THE KNOWLEDGE GAP

Why Most Advisors Tip-Toe Around Tax Planning

Given the intricacies of tax law and fear of potential legal liability or compliance issues, many financial advisors shy away from tax planning. However, there’s a big difference between tax advice — usually delivered by a CPA or other licensed professional — and tax-informed planning, taking into account the effect tax has on all financial planning and providing clients with actionable strategies to minimize their burden in the future.

Tax planning is one of the few planning areas where demand for financial advice exceeds supply.2

2 Herbers & Company. Service Market Growth Study. 2023.

THE SOLUTION

Become a TPCP®

The Tax Planning Certified Professional® (TPCP®) Program is designed by leading tax experts and practitioners and shows you how to integrate tax planning into every aspect of your practice.

Practical, up-to-date tax strategies across a client’s lifetime

Tools to help clients keep more of their wealth

Insights to address complex tax issues and demystify the tax code

Help clients avoid costly and irrevocable mistakes and achieve peace of mind with a designation of distinction in tax-informed planning — and a proven track record of success.

85% of TPCP® designees rate their education as either “very” or “extremely” useful to their career.3

3 The American College of Financial Services. 2025.

"A truly TOP NOTCH experience. Just one week after completing a course, I landed a $35 million client thanks to knowledge that helped me navigate the complexities of their business sale.”

—Brad Pistole, TPCP®, RICP®, Certified Financial Fiduciary®, CAS, IRMAACP

Your Special Offer: Save Nearly $300 on the First Course!

Ready to take the next step toward greater professional success? For a limited time, use promo code SPECIALIZEIN25 to get nearly $300 off your first TPCP® course (a 30% tuition savings!).

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Become a Tax Planning Expert

Get personalized program information, see how the TPCP® can fit into your business, and claim your exclusive tuition savings now.

The American College of Financial Services is the nation’s leader in advanced financial planning education. Learn more about the TPCP® Program at TheAmericanCollege.edu/TPCP.

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