Live Webinar
April 22nd, 2025 11am-4:30pm ET
Get ready for the 4th Annual Holistiplan Tax Planning Summit, the premier virtual event focused exclusively on tax planning, returning on April 22, 2025, at 11 AM ET!
With over 6,000 financial professionals attending last year, this year promises even more valuable insights, strategies, and practical takeaways to help you take your tax planning to the next level.
3 hours of CFP® CE credit will be available.
Retirement is only the beginning: A staggering $40 trillion in U.S. retirement assets. Evolving tax laws. Looming policy changes. Guide your clients through this perfect storm of opportunity.
Go hands-on with Emily into the platform, as she guides you step by step through a case study with our multi-year Roth Conversion tool.
Your estate doesn’t need surprises – from asset distribution to beneficiary review, ensure your client’s legacy is locked-in.
Decode tax returns to turn raw data into millions for your wallet share.
Whether one has a homestead in the Hamptons, goes jet set to the Maldives, is on maternity leave, or owns a Maltese, day-to-day decisions dictate personal insurance needs. Cover real-world case studies to fill in your clients’ coverage gaps.
Attendees for Last Year’s Tax Summit
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.
Holistiplan is hard at work, and features are being added all the time. Sign up for updates to stay up to date on our latest features and offerings.
