Year-end portfolio reviews are an advisor’s chance to strengthen client trust and show proactive value. With tax moves, gifting strategies, and client updates all hitting at once, the right tools can save you hours and leave a lasting impression ahead of December meetings. In this workshop, you’ll discover how to:

• Spot distribution surprises early with Cap Gains Valet and turn tax impacts into confident, client-ready conversations.
  
  
• Showcase tax-efficient gifting and year-end strategies with Transition Analysis and Proposals to highlight impact and build trust.
  
  
• Save hours of prep in your busiest season using Comp Tables and Model Portfolios to streamline reviews.