Holistiplan’s Second Annual Tax Planning Summit is here to help you take your tax planning to the next level. Listen to industry experts Michael Kitces, Debbie Taylor, Jeff Levine, and Penny Phillips as they help you and your team deepen what you’re already doing and add new services for this year.
(all times eastern)
11:30-12:30 – Michael Kitces & Jeff Levine
12:30-1:30 – Penny Phillips
1:30-2:00 Break
2:00-3:00 – Debbie Taylor
Last year’s inaugural event was a massive success with more than 4000 advisors registered, and we expect more of the same positive response this year. This year’s event is especially aimed at advisors and their staff who are newer to tax planning or are more experienced but looking for a refresher.
We hope you’ll join us. We believe strongly in the power of tax planning to drive better outcomes for clients and advisors alike, so we are committed to helping advisors be as effective as possible as tax planners.