Nitrogen + Holistiplan: Tax Planning Journey 2026 скачать в хорошем качестве

Nitrogen + Holistiplan: Tax Planning Journey 2026

Holistiplan’s Tax Planning Journey: A New Way to Look at the Tax Return Originally streamed live on February 18, 2026, ahead of the Nitrogen Fearless Investing Summit, this session is designed for financial advisors who want to approach tax planning with greater clarity and confidence. Tax planning isn’t just about reviewing the past. In this session, we introduce a new way to look at the tax return — as a forward-looking planning tool that supports informed decision-making, stronger client conversations, and fewer surprises. You’ll hear: • Why Tax Planning Matters: A New Lens for Confident, Trusted Advice — Kimberly Venable • Getting It Right: What Top Advisors Do Differently — Panel moderated by Torie Happe, featuring Larry Sprung and Nicholas Gertsema This session highlights how experienced advisors are using tax data in real-world planning conversations and integrating tax planning into the core of their advisory process. To learn more about Holistiplan and how it supports modern tax planning for financial advisors, visit www.holistiplan.com