Mastering Compliant-Friendly Tax Planning: Strategies for Advisors and Firms
Nearly every financial advisor across the industry is already doing tax planning (including you!) the best ones are just intentional about it.
In this webinar we featured esteemed industry experts, Steven Jarvis, CEO and Head CPA for Retirement Tax Services, Chris Field, Chief Growth Officer for Holistiplan, and Max Rothley, Enterprise Services Sales Engineer for Nitrogen. Together, they explored the successful incorporation of tax planning into the practices of financial advisors and firms.
During this webinar, viewers gained valuable insights on:
- The crucial line between tax planning and tax advice, and overcoming compliance obstacles to implement effective tax planning strategies.
- How tax planning serves as a catalyst for firm growth and how advisors and firms are leveraging it to achieve remarkable results.
- The groundbreaking fintech tools offered by Nitrogen and Holistiplan, which are leading the industry in empowering advisors to excel in tax planning.
Don’t miss this opportunity to gain invaluable knowledge and unlock the potential of tax planning for your practice.
Meet the speakers
CEO and Head CPA at Retirement Tax Services
Chief Growth Officer at Holistiplan
Sales Engineer at Nitrogen
SVP of Advisor Care and Success at Nitrogen