Holistiplan Shorts

A listing of short videos to introduce you to a new tool, feature, and level up your tax planning game!

Scenario Analysis

• Creating a Baseline Scenario
  

Scenario Specific

• How to model a QCD in Scenario Analysis:
  

• How to model a Roth Conversion in Scenario Analysis:
  
• How to model a Donor Advised Fund "DAF"
  

• How to model Schedule C Income in Scenario Analysis:
  

Range Calculator

How to use the Range Calculator:

Features & Tools

• How to use the Tax Explainer: