2026 Tax Calendar: Critical Dates to Guide Your Clients With Confidence

December 3, 1:30pm EST

Join Brooke Cecil (BELAY) and Steven Jarvis (Retirement Tax Services) to learn:

Every critical 2026 tax deadline — and how to turn each one into client value
How to connect tax dates to Roth conversions, capital gains harvesting, and charitable giving
A year-round communication system that keeps clients confident without overwhelming your schedule
How BELAY's support helps advisors stay proactive without burning out

Not just tasks — your style, your tools, your goals.

… from a bench of 2,000+ pre-vetted, U.S.-based professionals.

Pre-vetted. Already briefed. Ready to hit the ground running.

Proven tools at your fingertips to ensure nothing falls through the cracks.

Ongoing support. Easy adjustments. Regular check-ins.

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