C2P- A Prosperity Capital Advisors Company

06/03/2026

Many advisors treat tax planning as a year-end exercise when it should be an ongoing process.

From navigating OBBB tax provisions to evaluating Roth conversion opportunities and planning for multigenerational wealth transfer, proactive tax management starts long before December.

In this blog, Dave Alison discusses tax planning considerations that advisors can incorporate into their client planning process throughout the year: https://bit.ly/4dOjJPx

Learn how top advisors are using the 2025 tax return to build pro forma projections, manage OBBB provisions, and act before year-end.

05/27/2026

Are you generating leads but struggling to move them forward?

In this episode of The Rainmaker Multiplier, host Matt Seitz, Chief Marketing Officer, sits down with Andrei Hensen, Advisor Growth Specialist, to break down what separates advisors who consistently convert from those who stall.

If you are generating leads but not converting them, this is worth a listen.

Listen or watch now:
🎧 https://bit.ly/4nPBTDG
💻 https://bit.ly/4u2mNMJ

05/21/2026

In this previously released episode of The Rainmaker Multiplier On-Demand, the conversation explores why defining your values early is critical to building a sustainable advisory business and leadership culture.

We unpack how clarity around trust, authenticity, and best practices creates the foundation for stronger teams, better communication, and a more consistent client experience as firms grow.

It’s a reminder that scaling successfully is not just about adding people, but about creating alignment around how your organization shows up and serves others.

Listen to the full episode and learn how to build a business that grows beyond the founder while staying rooted in trust and authenticity.

🎧 https://bit.ly/4v7tX3f
💻 https://bit.ly/3PPVqHD

05/20/2026

The “Great Wealth Transfer” isn’t just about assets changing hands - it’s about helping families prepare for one of life’s most emotional transitions.

Dave Alison was recently featured in The Daily Upside sharing insights on why proactive planning and multigenerational conversations are becoming increasingly important for advisors and their clients.

As advisors look to deepen relationships and guide families through complex financial moments, creating clarity before wealth transfers occur can make a meaningful difference for both clients and future generations.

Read the full article here:

An advisor’s role doesn’t end after an inheritance.

05/15/2026

The future of wealth management belongs to firms that can combine holistic planning, scalable processes, and innovation without losing the client experience along the way.

Dave Alison shares where he believes the RIA industry is headed and why firms like Prosperity, who have exceptional processes and continue to evolve, will be the ones who lead.

It all starts with a conversation. Connect with us to learn more: https://bit.ly/4vb3Vw7

05/14/2026

Kirsten Schlumbohm, SVP, Head of Sales Support & Relationship Management at C2P | Prosperity Capital Advisors, has been named one of Women We Admire’s Top Women Leaders of Oregon for 2026, and it’s hard to think of a more fitting recognition.

Kirsten leads with heart, purpose, and vision, and she has such a genuine impact on the people and communities around her. Whether it’s through her leadership, her work founding and leading our women’s program, A Woman’s Clarity®, or the way she shows up as a mentor and coach, she consistently leads by lifting others.

This honor reflects who she is at her core: someone who cares deeply, leads authentically, and makes a difference that lasts.

Congratulations, Kirsten!

Read the full article here: https://bit.ly/4dnz6wL

05/14/2026

Most advisory firms say they serve everyone, but many still overlook what it means to truly design a client experience with women at the center.

In this episode of the Bucket Plan On-Demand, host Kirsten Schlumbohm sits down with Lisa M. Hinz, founder of CORNHERSTONE, to explore why focusing on women clients is essential for long term retention, trust, and growth.

They unpack why women are often the ones who ultimately decide whether to stay or change advisors after major life transitions, and how firms can unintentionally miss the mark by not fully understanding what women value in the advisor relationship.

This conversation is about shifting from a one size fits all approach, to a more intentional, relationship driven, experience where women feel seen, heard, and confident.

Listen or watch the full episode and learn how to build a practice women actively choose.

🎧https://bit.ly/4uRAOOd
💻https://bit.ly/4eEYJLQ

05/13/2026

Our Chief Visionary, Executive Chairman, & Founder, Jason L Smith, CEP®, BPC was just featured on Dimensional Fund Advisors Informed Investor podcast.

In the episode, Jason joined Gochnour to discuss retirement planning, wealth management, and how The Bucket Plan® process Jason pioneered, helps address the real-world challenges investors face when balancing today’s needs with long-term financial goals by strategically organizing assets.

Listen to the full episode: https://bit.ly/4376HpW

The Informed Investor · Episode

05/11/2026

Last chance to register for this timely retirement tax planning webinar.

Tax returns are complete, but the window for impactful retirement tax planning is still open.

Join Ed Slott, CPA and Dave Alison, CFP®, EA, BPC for How Top Advisors Are Turning Midyear Tax Insights Into Actionable Client Strategies, a practical session built for advisors looking to make more strategic IRA, Roth, and rollover decisions before year-end deadlines take effect.

We’ll cover:

✓ How top advisors are approaching midyear planning conversations
✓ Roth and distribution decisions that can create stronger client outcomes
✓ Rollover strategies that improve flexibility and reduce friction
✓ The IRA and RMD mistakes that can slow down implementation

📅 May 11, 2026
🕐 1:00 – 2:00 PM ET
🎤 Featuring Ed Slott, CPA and Dave Alison, CFP®, EA, BPC

Save your seat: https://bit.ly/48POZdZ

05/11/2026

Tax planning is not a seasonal conversation. It’s become a core component of holistic wealth management.

We’re proud to see Dave Alison’s, CFP, EA, BPC insights featured in The Daily Upside discussing how advisors can move beyond tax “checklists” and adopt a more proactive tax management mindset.

As more firms look to deepen client relationships and deliver greater long-term value, integrated tax strategies continue to emerge as a key differentiator for growth-minded advisors.

Read the full article here:

With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.