The Tax Planning Summit is Holistiplan’s flagship virtual event and the largest virtual event dedicated to tax planning for financial professionals.

In its 5th consecutive year, the Summit brought together financial advisors, tax professionals, and industry leaders for a half-day event focused on actionable strategies, industry insights, and forward-looking conversations about the future of tax planning.

This breakout session with Steven Jarvis, CPA, is focused on speaking directly to CPAs, particularly those who are either exploring tax planning for the first time or looking for a more scalable, profitable way to incorporate it into their existing practice.

Key Takeaways:

• What it looks like to move from tax preparation to tax planning
• How firms can increase revenue (including shifting to more recurring models)
• Ways to deliver more value to clients year-round, not just during tax season
• How to think about systems, processes, and team leverage to make this work in practice