52:45

Tax Report 2.0 Launch

01:00:24

Tax Planning for the 99%: Empowering Clients Beyond the High Net Worth Circle | with Debbie Taylor

01:00:47

Maximizing Impact with Emily Rassam

59:48

Minimizing Your Clients Biggest Tax Liabilities

55:13

CapSouth's Blueprint for Client Engagement: Simplifying Your Service Calendar

46:40

Client Protection in the Digital Age- Webinar Replay

47:59

The Pre-Retiree: Changing Minds, Changing Needs with Meaghan Dowd

04:33

P&C Upgrade | Owner's Manual Theft

58:27

Streamlining Success with Emily Rassam

01:00:51

Why So Taxing? Simplify Your Tax Planning Processes with Asset-Map & Holistiplan

38:30

Holistiplan + UI Charitable Advisors: Using DAFs with High Net Worth Clients

57:50

Future-Proof Your Practice: the Role of Tax Planning in Client Success

01:00:11

Adding Immediate Value with Tax Return Reviews

03:53:29

2024 Tax Planning Summit

10:08

2023 Tax Planning Summit (10 Minute Version)

12:27

Thank You Kevin!

12:45

2023 Tax Forms Are Here!

01:04:21

Using Holistiplan for Business Owners and Entrepreneurs with Guest Host, Travis Gatzemeier, CFP®

04:49

Friday News Dump- December 15, 2023

56:38

Property & Casualty: Best Practices

07:29

2024 New Brackets!

05:15

Friday News Dump (10/20)- Holistiplan on Campus

03:43

Friday News Dump- Practice Management Summit

02:11

Advisor Success Stories: How Did Tax Planning Change the Game for Monica Osborne’s Clients?

02:15

Advisor Success Stories: Tim Gomez Makes Real Gains for Real Estate Client

04:43

Holistiplan's Updated Tax Letter: Custom Sections

01:27

Turning Moments into a Movement

04:37

Feature Announcement - Firm-Level Inflation Assumption

03:42

Feature Announcement - Key Figures Customization

02:07

Feature Announcement RMDs After Roth Conversions

09:42

Cash Flow Diagram Intro

05:36

New for All Subscription Plans - Rollover Uploads

09:37

Holistiplan and Live Theatre - The Perfect Match

11:34

Household Listing Updates

15:11

Tax Letter Overview

22:19

Modeling Charitable Donations

12:23

2022 Tax Return First Look

35:20

The Gift of Giving

01:33:35

Secure Act 2 0 Webinar

05:20

New Tax Letter Intro

08:56

Modeling ROTH Conversions in Holistiplan

10:04

Dec 1, 2022 Feature Updates

13:20

Roth Explainer Tutorial with Ben

32:30

Roth conversion report methodology

14:02

Feature Announcement - Roth Explainer

08:22

State Tax Go Live Announcement

30:53

Winning with Holistiplan Episode 8- Director's Cut

14:23

Winning with Holistiplan Episode 8- The Importance of Financial Education for Clients

03:00

Winning with Holistiplan Episode 8 Trailer

03:11

Kitces.com Intro

01:42

New! - Refer a friend link

08:00

Donor Advised Fund Report Intro

05:28

Scenario Analysis v2 Teaser

06:39

QCD Report Introduction

07:12

Tax Explainer Introduction

32:21

Winning with Holistiplan Episode 7 - Director's Cut

12:39

Winning with Holistiplan Episode 7 with Penny Phillips of Journey Strategic Wealth

01:35

Winning with Holistiplan Episode 7 trailer

06:14

Feature Announcement - Premium Subscriber Explainer Reports

04:35

Feature Announcement - ACA Excess Advance Tax Credit Repayments