9:00 AM – 12:00 PM
Thursday, September 25, 2025
Join Holistiplan in Austin on September 25th for an exclusive pre-conference event designed to help you unlock the power of proactive tax planning. We’re bringing together advisors, educators, and industry experts to explore strategies that drive greater client outcomes and make tax planning a growth engine for your firm.
This in-person gathering will blend actionable education with meaningful connection. Discover how leading advisors are using Holistiplan to streamline tax analysis, uncover planning opportunities, and deliver more value year-round.
Solo advisors face unique challenges, but also unique opportunities. In this session, Michael Baughman will share smart, streamlined tax planning techniques that deliver high-impact results without the need for a large staff. Discover how to confidently integrate tax strategy into your workflow and position your firm as indispensable to clients.
Dive into the latest OBBBA tax law changes and what they mean for financial planners. Roger will break down key updates, provide planning implications, and show you how to stay ahead of the curve in a shifting regulatory landscape.
Michael will deliver a hands-on walkthrough of Holistiplan’s Roth projection capabilities. Learn how to model real scenarios, identify client opportunities, and clearly communicate the impact of Roth conversion strategies, turning insights into action.
Firms Using Holistiplan
Tax Returns Summarized.
Years of Advisor Work Saved.
of Being the #1 Spot for Tax Planning.
“Holistiplan lets us maintain more clients than any other piece of technology that we use. The ROI has been incredible.”
“This provides us unique insights to a client’s tax situation without us having to be tax professionals.”
“Holistiplan is probably the most valuable piece of my software stack. Without question, it improves the quality, value, and level of service I’m able to provide clients.”
NOT ANYMORE.
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