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 Debbie Taylor, CPA/PFS™, JD, CDFA^®, focuses on the complex planning challenges clients face after accumulating significant wealth, particularly during retirement and distribution years. The session is designed to help advisors guide clients through high-stakes financial decisions where taxes often become the primary source of hesitation and complexity.

Key Takeaways:

• The hidden tax challenges that emerge with large portfolios
• How taxes impact decisions around real estate, gifting, and portfolio changes
• Ways advisors can help clients avoid hesitation and planning paralysis
• Strategies for guiding clients through distribution and retirement decisions
• Practical approaches advisors can apply immediately in client conversations