Fall Tax Planning in Action: 5 Solutions for Clearer Client Decisions

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The fall tax planning season moves quickly, presenting a complex landscape of extension filings, current-year projections, charitable-giving decisions, and Roth conversions. For financial advisers, navigating these year-end considerations effectively is crucial for delivering maximum value to clients before the holidays.
Join us for a live webcast demonstrating five powerful tools designed to help you and your clients make confident decisions. Whether you have a robust fall tax planning process or are deciding where to begin, you'll gain actionable insights to move your work forward efficiently.
In this webinar, you will learn how:

1. To use the Paystub Scanner to update wages and withholding for accurate current-year projections.
2. Scenario Analysis helps you compare the impact of key planning decisions, including realizing gains or losses and making charitable gifts.
3. To leverage Roth Projections to evaluate different conversion amounts and illustrate the long-term potential to clients.
4. The QCD and DAF Explainers support and simplify conversations with clients about their charitable giving strategies.
5. To identify which clients to prioritize and advance these critical conversations before year-end.
   

Don't miss this opportunity to see these tools in action and enhance your year-end planning process. Register today to secure your spot.

Featured Speakers:

Griffin Kale | Senior Product Manager | Holistiplan
Griffin joined Holistiplan in 2021 as one of the first hires on the Sales team, and has since gone on to provide support in various roles throughout Holistiplan's story. Today he helps tackle platform-wide concerns on the Product team. He lives in North Carolina.

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Can't attend live? Register and view the webinar on demand.