Best Practices for Tax Planning with Holistiplan + Wealthbox

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Discover how LPL advisors can integrate tax planning into their practice with Holistiplan + Wealthbox. Learn how workflows can help advisors stay organized, enhance client conversations, and streamline tax planning throughout the year.

This webinar will cover:

  1. How LPL advisors can access and customize tax planning workflows in Wealthbox.
  2. Best practices for incorporating tax planning into your advisory practice.
  3. How workflows help ensure efficiency and consistency in client tax reviews.
  4. Using Holistiplan + Wealthbox to simplify and scale tax planning efforts.

Speakers

Alexander DiPirro-Beard

AVP Tax Planning

LPL Financial

Torie Happe

Head of Partnerships

Holistiplan

Chris Kopanski

Head of Customer Education

Wealthbox

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