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 <4 min

Scenario Specific

• Modeling a Qualified Charitable Distribution "QCD" < 3 min
• Modeling a Roth Conversion < 4 min
• Modeling a Donor Advised Fund "DAF" < 5 min
• Modeling Schedule C Income < 5 min

Range Calc

• Using Range Calc < 4 min

Features & Tools

• Using the Tax Explainer < 5 min