Holistiplan’s inaugural Fall Tax Planning Summit is here to help you kick off the fall tax planning season in style. Listen to industry experts Michael Kitces, Angie Herbers, Debbie Taylor, and Jeff Levine as they help you and your team hit the ground running during this critical final quarter of the tax year.
The event is aimed at advisors and their staff who are either relatively new to tax planning, or are experienced but looking for a refresher. Special attention will be given to how to complete your end of year tax planning services for all clients across your firm. (And why you should provide them for all clients across your firm.)
Sessions will be submitted for CFP® CE credit approval.
We hope you’ll join us. We believe strongly in the power of tax planning to drive better conversations and outcomes for clients and advisors alike, and we are committed to helping advisors be the most effective tax planners possible.
This event will run from 12 PM - 4 PM EST on 10/6/2022 and will be recorded and made available to all registrants. Holistiplan Premium members will be able to watch these recorded webinars for CFP CE through the CE dashboard, if they're not able to attend live.