Holistiplan

🔗 Holistiplan + Zocks: Streamlining Advisor Workflows On October 8 at 2:00 PM ET, join us for a special webinar as Holistiplan and Zocks | AI for Advisors announce their integration, designed to simplify workflows, boost efficiency, and help advisors deliver even more value to their clients. See how this integration gives you the power to streamline your process, strengthen client relationships, and focus on what matters most. Register here: https://hubs.la/Q03Mxvky0

☀️ Next stop: Marco Island! ☀️ (Corrected) Holistiplan is excited to be at the SEI Advisors Summit in Marco Island, FL, from October 5–7. Austin Hunt, CFP®, CIMA® will be at the Holistiplan Kiosk, ready to connect with attendees and share how Holistiplan helps advisors simplify tax planning and strengthen client conversations. If you’ll be at the Summit, be sure to stop by and say hello! #SEIAdvisorsSummit #FinancialPlanning #Holistiplan

We’re excited to share the news: Zocks | AI for Advisors now integrates with Holistiplan! 🎉 Advisors can seamlessly bring tax insights into every client interaction. From meeting prep to real-time Q&A to instant follow-ups. Read the full announcement here: https://lnkd.in/guzdpx7B

Tax season is right around the corner, and your clients are counting on clear, timely communication. Join Wealthbox and Holistiplan TODAY, September 25th at 2 PM ET for a live session designed to help you simplify, personalize, and automate your tax letters. Learn how to streamline workflows, create accurate client communications, and automate tasks by integrating Holistiplan’s Tax Letter feature directly into Wealthbox, making tax season smoother for you and your clients. Set yourself up for a more efficient and stress-free tax season! Register here: https://hubs.la/Q03KYZ0j0

Holistiplan is heading to XYPN LIVE 2025! ☀️ We’re excited to be in Austin, TX, for #XYPNLIVE, happening September 25–27. This event is always a highlight for connecting with innovative advisors and industry leaders who are shaping the future of financial planning. You’ll find Ben Birken, CFP®, Roger Pine, CFA®, CFP®, Kimberly Venable, Alanna O'Connell, Tenzin Crenshaw, and Michael Baughman, CFP® at Booth #104, ready to chat, answer questions, and share how Holistiplan helps advisors simplify tax planning and deliver greater value to clients. We’re also thrilled to host the Holistiplan Journey Advisor Workshop on September 25 at 9:00 AM in Level 5: Waterloo Ballroom 6. Here’s what we’ll cover: 9:00 – 9:30 AM: Tiny Teams, Huge Wins – Tax planning hacks for solo advisors with Michael Baughman, CFP®. 9:40 – 10:30 AM: 2025 OBBBA Tax Law Update – Key insights and planning implications with Roger Pine CFA®, CFP®. 10:40 – 11:30 AM: Mastering Roth Projections – Hands-on strategies for client success with Michael Baughman, CFP®. If you’ll be at XYPN LIVE, stop by Booth #104 or join us for the workshop. We’d love to connect! #XYPNLIVE #FinancialPlanning #Holistiplan

Introducing: Back to Basics 📚 We’re kicking off a new series designed to help advisors get back to the basics of Holistiplan with practical, powerful ways to use tax return data to deliver more value to clients. Your first quick win? Using the Schedule D summary in Tax Report 2.0 to visually compare capital gains and ordinary income brackets. Why this matters: - Clients see how long-term capital gains truly fit into their tax picture - It simplifies complex conversations around gain/loss harvesting - It helps you turn a routine review into a moment of clarity and trust Ready for more quick wins? Watch the full video AND stay tuned for more! https://hubs.la/Q03JZLl30 #BackToBasics #Holistiplan #QuickWins #TaxPlanning #TaxStrategy

Thank You for Multiplying Your Impact! Thank you to everyone who joined us for our September Quarterly Keynote: Multiply Your Impact. It was an incredible day of learning and strategies to help advisors close out the year strong and prepare for 2026. A special thank you to our speakers for sharing their expertise and insights: Finn Price - CPFA®, CEPA®, Brenan Volpe CFP®, Roger Pine, CFA®, CFP®, Ben Birken, CFP®, Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Debra Taylor CPA/PFS™️, JD, CDFA®️, Greg Schultheis, CFP® and Meaghan Dowd CAPI, CPRIA, PLCS, CLCS And to all the attendees, thank you for spending the day with us and for the work you do to guide clients toward better outcomes. We can’t wait to see how you put these strategies into action this year-end.

Multiply Your Impact! Our September Quarterly Keynote is Today! Don’t miss your last chance to join Multiply Your Impact, Holistiplan’s third Quarterly Keynote. With fall planning season underway and clients starting to focus on taxes, this is the moment to lock in repeatable strategies that will help you close out the year strong and set up for success in 2026. Join us TODAY, September 17, from 11:00 AM to 3:30 PM ET for a day packed with expert-led sessions: 11:00 – 11:55 AM ET: Tax Planning Through Every Stage of Life with Finn Price - CPFA®, CEPA® & Brenan Volpe CFP®(💡1 CPE® Credit Available) 12:00 – 12:55 PM ET: Top 5 Year-End Planning Strategies for Every Client, Every Year with Roger Pine, CFA®, CFP® 1:05 – 2:00 PM ET: End-of-Life and Estate Planning with Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® 2:05 – 3:15 PM ET: Facing the “What If’s” of Tax Planning from the OBBBA with Debra Taylor CPA/PFS™️, JD, CDFA®️ (💡1 CPE® CE Credit Available) 3:15 – 3:30 PM ET: Putting Insurance Risk Management in the Hot Seat with Meaghan Dowd CAPI, CPRIA, PLCS, CLCS Don't miss! Register now to head into year-end with clarity and confidence: https://hubs.la/Q03JLLs00

We’re honored to share that Holistiplan has been chosen as the tax planning solution for all 2,100+ XYPN member firms! XYPN has been part of our story since day one. We first demoed Holistiplan at XYPN LIVE 2019, where we won the Advisor Tech competition. Many XYPN members were among our very first subscribers, helping shape the product we’re proud of today. Now, this partnership comes full circle: Holistiplan will be an included benefit for every XYPN member firm, empowering advisors to deliver richer, smarter tax planning to more clients at scale. We can’t wait to officially roll this out at #XYPNLIVE2025 later this month. Read the full announcement here: https://hubs.la/Q03Jy3YP0 #FinancialPlanning #TaxPlanning #XYPNLIVE2025 #Holistiplan

Holistiplan is heading to St. Louis! 🌟 We can’t wait to join advisors and industry leaders at the Focus Partners Wealth #AdvisorsSymposium in St. Louis, MO. It’s a great opportunity to connect, collaborate, and share how Holistiplan helps advisors turn complex tax data into clear, actionable insights for their clients. Representing our team this year are Meaghan Dowd CAPI, CPRIA, PLCS, CLCS, Torie H., and Kimberly Venable. They’re excited to meet with attendees, talk strategy, and learn from the incredible conversations happening throughout the event. If you’ll be there, come find us. We’d love to connect! #FocusPartners #FinancialPlanning #Holistiplan