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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: