Join us for our 3rd Annual Tax Planning Summit!
Tuesday, April 23rd, 2024
11:00 AM- 3:30 PM ET
Register Now
Meet our presenters
Jeff Levine, CPA/PFS, CFP®
Optimizing the Estate Plan for Income Taxes - Basis Planning
Roger Pine, CFA, CFP®
Wins, Lessons, and Ah-Ha Moments- What Tax Planning Has Done for Our Clients
Debbie Taylor, CPA/PFS, JD, CDFA™
5 Case Studies, 5 Real Families, 5 Tax Planning Strategies You Can Implement Today
Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS
The Changing Nature of Personal RiskCommon Questions & Answers
Is it really free?
Yes! This event is free to everyone. We want every advisor to be a great tax planner whether they use Holistiplan or not.
Will this be recorded?
Yes! As with all of Holistiplan’s live events, the Tax Planning Summit will be recorded. Each presenter’s session will be emailed to all those registered along with any slides they use in their presentations.
Who should attend?
Any advisor wanting to learn more about leveraging the power of tax planning to serve their clients better will find value in the summit. Many of the topics covered will be geared more towards beginners as we see more and more advisors entering this space for the first time.
What will I learn?
Our presenters are industry-leading experts with years of experience in their field. They will cover topics ranging from specific tax planning opportunities and how to implement them to real-life case studies on the impact of tax planning. All of the sessions will be both educational and actionable.
Will these sessions count for CFP® CE Credit?
Meaghan Dowd’s session, “Incorporating Property & Casualty Into The Holistic Financial Plan” will count for CFP® CE credit for those who attend the session live.