Alex Black obtains the TPCP® certification

Integris Wealth Management is pleased to announce that Alex Black, CFP®, has earned the Tax Planning Certified Professional (TPCP®) designation from The American College of Financial Services. As an Advisor, Alex provides tailored investment and financial planning guidance to our clients, and this advanced credential further strengthens his ability to deliver thoughtful, tax-informed advice.

“We are thrilled for Alex having obtained this credential. It demonstrates a dedication to continued education that adds to Alex’s and our firm’s repertoire and translates to an enhanced offering for our clients – a win for everyone,” said Kevin Mahoney, Chief Operating Officer, Advisor, and Partner.

About the TPCP® certification

The Tax Planning Certified Professional® (TPCP®) program is a credential that recognizes professionals with advanced training in designing and implementing comprehensive tax informed strategies for individuals and business owners.

This credential is not a license to prepare tax returns or represent tax payers before tax authorities such as a CPA, so does not replace a licensed tax professional, and rather focusses on forward-looking long-term tax strategy as part of a holistic financial plan. TPCP® professionals have specialized knowledge in the real-world application of proactive strategies over the entire cycle of someone’s life, which include:

• Planning during asset accumulation and during savings distribution
• Maximizing the transfer of retirement, health care, and education accounts to effectively avoid distribution errors
• Planning at death, divorce, and special situations
• Planning issues exclusively related to small business owners, including IRC Section 1031 exchanges
• Advanced estate and retirement planning, including withdrawal sequencing, Roth conversions, and Social Security

To earn the TPCP® designation, a professional must have at least 3 years of experience in financial planning, successfully complete the program’s three required courses on tax strategy, and pass a proctored 2.5 hour exam.

Once an individual has achieved the Tax Planning Certified Professional® certification, certificants are additionally required to complete annual continuing education and commit to upholding the college’s Code of Ethics and Procedures.