Live Webinar
Best Practices
Turn Tax Season Into More Client Opportunities
Wednesday, August 26, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
Every tax return tells a story. Beyond preparing for annual reviews, tax data can help advisors uncover planning opportunities, identify held-away assets, and spark timely client conversations that strengthen relationships throughout the year.
Join Holistiplan and Wealthbox to learn how firms are using tax insights alongside their CRM to create more consistent outreach, prioritize follow-up, and turn seasonal activity into long-term growth. You’ll see practical workflows that help advisors move seamlessly from tax analysis to client engagement without increasing administrative work.
In this webinar, you'll learn how to
- 1 Use tax return insights to uncover planning and asset opportunities
- 2 Organize client follow-up with tasks and automated workflows in Wealthbox
- 3 Create scalable outreach campaigns around tax season and other planning events
- 4 Keep every opportunity moving with a connected client engagement process
SPEAKERS
Kate Laws
Partnership Relationship Manager
Holistiplan
Chris Kopanski
Head of Customer Education
Wealthbox
“The partnership with Wealthbox supports our goal to help advisors deliver richer financial planning to more clients. Advisors on the Wealthbox platform can seamlessly incorporate automatically-generated tax planning information from Holistiplan. We think this is a game changer for advisor efficiency.”
