--- title: What are the most popular & recently recorded webinars? description: Did you know that we record ALL our webinars? That's right! Every. Single. One. Catch a listing here of some of our most popular and recently recorded sessions from the prior month. --- [Skip to content](https://help.holistiplan.com/most-recent-webinar-recordings#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en) # What are the most popular & recently recorded webinars? ## Did you know that we record ALL our webinars? That's right! Every. Single. One. Catch a listing here of some of our most popular and recently recorded sessions from the prior month: ### **On-Demand Training Webinars** - [Holistiplan 101: Getting Started](https://holistiplan.zoom.us/rec/play/JLUyb9lPa_ZI-JfNfB0uNDnGVOizAIjdnCvF7lMuWDCyCE7iSkPUdJywnCC4XBlCWdWk83E0SQyX-caJ.N-M_a73-u1nIHW3H?accessLevel=meeting&canPlayFromShare=true&from=my_recording&startTime=1773949885000&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2F7zEmWG_8ANgd68ESUvmH67oyiMdbKnM7YH1S-9IyhY6KqgXIILdU8mWbMyttUUS9.PSFEk2oBcyqMOB41%3FstartTime%3D1773949885000&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8EXqEoyEgdbnRnNTENXR6bdEboRrRB5BIZ2_e-m4es3UV-bCtlJJCGagBAkCeaNNOgBwnh) - [Holistiplan 201: Deeper Dive](https://holistiplan.zoom.us/rec/play/u4uQYa3zvOmNSvg3NZHnMxWeFi3pXzKUJ4Ppklg5FSl3aP-cKpKye663-78XBeUF6kaQPriphiJX_AtT.qIk7npks3ztQQ_LL?eagerLoadZvaPages=sidemenu.billing.plan_management&accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2F2-NGSk4WZwWrmaSOq0J8k9juv3I_ew2DBfawJbJCOuhnGZWItjGRb2s4WPSyniwj.6tzQ9htnL80lrQAt&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--mtMruh8M9uqeZhv-Btf2GsCUMWUrCC6JAuB9PhDyqWEIV2tSBhaeQQBeKw4NFcGCKzqf5) - [Holistiplan 301: From Theory to Practice](https://holistiplan.zoom.us/rec/play/cUhtuutqFMmKVjynLga1EBDtbvEufNJd8V9EXql6jIQYSSOjQ7D6W7Vmn9QeBbKFdAsJGSPyCbTYF0ak.1UD42lSNRGoGSksN?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2Fit7fPw_mf9T4BDU7qyRqB0OKYgpUr6vxpJ7JFEQsGj6RE5xFZfwHwPMPKJwzVjUW.MJ7EL5Ze7OBCUQQd%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-8Sin8pSMZ0HKA3hshDtHuwh0tRJOXTHoyfEAHbgwaBbstw7AEoU8t4mNaFHia5tu8IK7La) - [Using the Tax Report](https://holistiplan.zoom.us/rec/share/_hn9vj_Iu7rZk9xNqCF0zUdkW4GQjeK69LgKRsgWKHMrtTr-IiIgtbpiE-wfLNtz.QCOyi_kCjtHD9w3J?startTime=1791304644000) - [Slide Deck](https://help.holistiplan.com/hubfs/Using%20the%20Tax%20Report.pdf?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--prhv3hNCpdP4dVpDyaj_MspMKoMfo4o68X7AjsxUbAwCYPSXQiwbo53yoNKtjxHhSYOaV&hsLang=en) - [All About Scenario Analysis](https://holistiplan.zoom.us/rec/share/TI6WrX2titKAS5yM5V4ktQ8T4xkG5qy8WbH_R0Mo5reCPdKP3wMmonbYTf402UEM.VUYfGZOhLmsCmACO?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9oXoVR0Er9vvbZbzzMgUMmPKz1B2I0X2vUO6cwBH2ao3sTwR1rFblTIP4222CabV2m55nJ) - [Understanding Range Calc](https://holistiplan.zoom.us/rec/share/sUm44FgEdg2JlK_JJEsDh6LqWIqbHS8uqP3J2WSkks3_1J42aPEA-sus10Gl39dz.6fIBMa_mX0Ckv-ld?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9AInDeXHAa3rNAcwyS8fLrCeEPQZIJniFPnQhOOcQjEauQAIgcLaJLCG81blcwxhJ9NLgX) - [Risk Management Tool 101](https://www.youtube.com/watch?v=jUpNBzWojxQ) ### **Holistiplan Training Camp** - [Tax Report Deep Dive](https://vimeo.com/1175587069/08aa136f30?share=copy&fl=sv&fe=ci&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iXvR6skdH6wiMzaUpSjyY-j2bkUgz94f76h3OpHlFJ3B-ofj-L-N4NH2oHzwtM54T-8Be) - [Slides](https://help.holistiplan.com/hubfs/Using%20the%20Tax%20Report-1.pdf?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iXvR6skdH6wiMzaUpSjyY-j2bkUgz94f76h3OpHlFJ3B-ofj-L-N4NH2oHzwtM54T-8Be&hsLang=en) - [Overview of Scenario Analysis](https://vimeo.com/1175588832/acc7e2fe46?share=copy&fl=sv&fe=ci&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iXvR6skdH6wiMzaUpSjyY-j2bkUgz94f76h3OpHlFJ3B-ofj-L-N4NH2oHzwtM54T-8Be) - [Range Calc and Scenario Modeling](https://vimeo.com/1175589433/08eeccec00?share=copy&fl=sv&fe=ci&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iXvR6skdH6wiMzaUpSjyY-j2bkUgz94f76h3OpHlFJ3B-ofj-L-N4NH2oHzwtM54T-8Be) - [Charity Slides](https://help.holistiplan.com/hubfs/Charity%20Worksheet%20-%20Training%20Camp.pdf?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iXvR6skdH6wiMzaUpSjyY-j2bkUgz94f76h3OpHlFJ3B-ofj-L-N4NH2oHzwtM54T-8Be&hsLang=en) - [Multi-Year Roth Projection Tool](https://holistiplan.zoom.us/rec/share/-7HbjPI66b-4zKbHFm5AZ57sukc1nh18JdQr7MtJ64ZCQrMBYvv7npC5Qd72hhQM.eHmCpZIZo0V_AuNC?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8PIbIHoUoOQTnLA_K6jvSMZXCAA2Gm1iOiL2eIRAn2q3ojn2LkEUyA5ivlKIUn6kzO-1tf) - [Case Study Assumptions](https://help.holistiplan.com/hubfs/Joy%20of%20Rothing%20-%20Assumptions%20-%202026-09-21.pdf?hsLang=en) and [Results](https://help.holistiplan.com/hubfs/Joy%20of%20Rothing%20-%20Results%20-%202026-09-21.pdf?hsLang=en) ### **2025 Quarterly Keynote Sessions** - [Foundations for the Future](https://youtu.be/Z5YQ06eC5_E?feature=shared) - [2025 Tax Planning Summit](https://www.youtube.com/playlist?list=PL7qjza1v-mCEm4B8smRXwlwO3RVP9CNDV) - [Tax Law Changes](https://youtu.be/BgcrnswweCs) - [Tax Planning vs. Tax Advice](https://youtu.be/QllYSYyLl98) - [Practice Management for Modern Tax Planning](https://youtu.be/E8NZEiVT4E4) - [Making Insurance Planning Part of Your Process](https://youtu.be/Fzn8GCO4Juw) - [Tax Planning Through Every Stage of Life](https://youtu.be/5kPJuwhe5j4?utm_campaign=21241466-September%20Quarterly%20Keynote&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--oadvwcbX6O1B47T_MMwzdpyB6YG0xtMeCtd8w_EQ4fO0YtqnDtHP8FVXWaDXCLhRnAgl-) - [Top 5 Year-End Planning Strategies for Every Client, Every Year](https://youtu.be/Kdf-RQMnS4Y?utm_campaign=21241466-September%20Quarterly%20Keynote&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--oadvwcbX6O1B47T_MMwzdpyB6YG0xtMeCtd8w_EQ4fO0YtqnDtHP8FVXWaDXCLhRnAgl-) - [Digital Estate Planning: Afterlife in the Cloud](https://youtu.be/T7Q71dV6jek?utm_campaign=21241466-September%20Quarterly%20Keynote&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--oadvwcbX6O1B47T_MMwzdpyB6YG0xtMeCtd8w_EQ4fO0YtqnDtHP8FVXWaDXCLhRnAgl-) - [Facing the “What If’s” of Tax Planning from the OBBBA](https://youtu.be/HEeg1t7fpQU?utm_campaign=21241466-September%20Quarterly%20Keynote&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--oadvwcbX6O1B47T_MMwzdpyB6YG0xtMeCtd8w_EQ4fO0YtqnDtHP8FVXWaDXCLhRnAgl-) - [Value by Design: Create a Business That Runs With Purpose](https://vimeo.com/1134019233/c20ae012f1?share=copy&fl=sv&fe=ci&utm_campaign=25619490-Webinar%20-%20Quarterly%20Keynote%20-%2011-04-25&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_waVcg685pn46nrbIVueIrWY-dP3UAIJ_gv9obsL7toDLVBCY6Axh-ssuK3aJtmlFAujuZ) - [Mastering Roth Conversions with Holistiplan: Turning Analysis into Action](https://vimeo.com/1134235953/70a4b06f09?fl=tl&fe=ec&utm_campaign=25619490-Webinar%20-%20Quarterly%20Keynote%20-%2011-04-25&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_waVcg685pn46nrbIVueIrWY-dP3UAIJ_gv9obsL7toDLVBCY6Axh-ssuK3aJtmlFAujuZ) - [Collaborating with CPAs: Building a Scalable Process That Works](https://vimeo.com/1134307622/31d0a83fb9?fl=tl&fe=ec&utm_campaign=25619490-Webinar%20-%20Quarterly%20Keynote%20-%2011-04-25&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_waVcg685pn46nrbIVueIrWY-dP3UAIJ_gv9obsL7toDLVBCY6Axh-ssuK3aJtmlFAujuZ) - [Protect and Prosper: Levering P&C Insurance for Year-End Planning and 2026 Strategy](https://vimeo.com/1134326016/28b4d387e6?fl=tl&fe=ec&utm_campaign=25619490-Webinar%20-%20Quarterly%20Keynote%20-%2011-04-25&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_waVcg685pn46nrbIVueIrWY-dP3UAIJ_gv9obsL7toDLVBCY6Axh-ssuK3aJtmlFAujuZ) ### **2026 Tax Planning Summit** - [Erin Wood, CFP®, FBS - The Next Era of Financial Planning](https://vimeo.com/1186267658?fl=pl&fe=vl) - [Debbie Taylor, CPA/PFS™, JD, CDFA® - The Hidden Curse of the Large Portfolio](https://vimeo.com/1186272045?fl=pl&fe=vl) - [Roger Pine, CFA®, CFP® - Holistiplan Roadmap Preview](https://vimeo.com/1186282536?fl=pl&fe=vl) - [Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL and Roger Pine, CFA®, CFP® - 5 Years In, 5 Years Ahead: A Conversation on the Future of Advice](https://vimeo.com/1186277727?fl=pl&fe=vl) - [Steven Jarvis, CPA - From Prep to Planning: How CPAs Are Building More Revenue and Better Client Relationships Through Tax Planning](https://vimeo.com/1186275552/50dcf5b8a3?share=copy&fl=sv&fe=ci&utm_campaign=40147373-Event%20-%20Tax%20Planning%20Summit%20-%20Q2-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_61olAH4vyky8HfkOJdFVfX7YZfv8QDOB7xdKfGBEUkjkzr5msqBFV8lXEMRzUAnYn2AFf) - [Emily Rassam, CFP®, CDAA, CRPS®, NSSA - How to Talk to Clients About Tax Planning](https://vimeo.com/1186279362/4c3c8670fe?share=copy&fl=sv&fe=ci&utm_campaign=40147373-Event%20-%20Tax%20Planning%20Summit%20-%20Q2-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_61olAH4vyky8HfkOJdFVfX7YZfv8QDOB7xdKfGBEUkjkzr5msqBFV8lXEMRzUAnYn2AFf) - [Jeff Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™, TPCP® - An Advisor’s Guide to the QBI Deduction](https://vimeo.com/1186273060/05d2e8b202?share=copy&fl=sv&fe=ci&utm_campaign=40147373-Event%20-%20Tax%20Planning%20Summit%20-%20Q2-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_61olAH4vyky8HfkOJdFVfX7YZfv8QDOB7xdKfGBEUkjkzr5msqBFV8lXEMRzUAnYn2AFf) - [Emily Wetter, CFP®, EA & Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS - Getting the Most Out of Holistiplan: Do More Without Doing More](https://vimeo.com/1186281293/403b2452e5?share=copy&fl=sv&fe=ci&utm_campaign=40147373-Event%20-%20Tax%20Planning%20Summit%20-%20Q2-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_61olAH4vyky8HfkOJdFVfX7YZfv8QDOB7xdKfGBEUkjkzr5msqBFV8lXEMRzUAnYn2AFf) ### **2026 Insurance Planning Summit** - [Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT™, Tony Delane, CFP®, AIF®, Kyle Hill, CFP®- From the Field: How Advisors Deliver Tax and P&C Insurance Planning at Scale](https://vimeo.com/1210249728/933b5482ca?fl=pl&fe=vl) - [Roger Pine, CFA®, CFP® - Holistiplan Roadmap Preview: A Sneak Peek at What's Next](https://vimeo.com/1210251484/c700f700b2?fl=pl&fe=vl) - [Debbie Taylor, CPA/PFS™, JD, CDFA® - 9 High-Impact Strategies Every Advisor Should Execute This Summer](https://vimeo.com/1210254241/2daa766e22?fl=pl&fe=vl) - [Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS - Would You Catch This? The Advisor Insurance Challenge](https://vimeo.com/1210255416/1b4244a246?fl=pl&fe=vl) - [Natalie Pine, CFP®, ChSNC® - When Coverage Counts: Real-World Claims That Will Change How You Plan](https://vimeo.com/1209987691?fl=pl&fe=vl) - [Dave Olchowka - Where Planning Meets Protection: A Model for Integrating P&C Insurance](https://vimeo.com/1209983632?fl=pl&fe=vl) - [Emily Rassam, CFP®, CDAA, CRPS®, NSSA - You Think of Everything: Integrating P&C into Comprehensive Planning](https://vimeo.com/1209990739?fl=pl&fe=vl) ### **Support *How-to* Webinars** - [Modeling Roth Conversions in Scenario Analysis](https://holistiplan.zoom.us/rec/share/qnnffspPx5SX7R5wK861jnEKN2cFiO4yFtnK-yaPJLGluTIZK56ncI42-3AAzr0Y.ydOMHOwc1Yntowuj?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--uze1534L_l5DLU_uXcywTtfAEofHz5f9px00eHUxKg6gF7T6ueYNAcHPBobU6jGA609V3) - [Modeling Charitable Gifting in Scenario Analysis](https://holistiplan.zoom.us/rec/play/cMpIhiuzKJ8o46Wsh9BLb9Wr76JsikrcjeNaAXHiG4pRx_qMv2ko5BrCK5YbWfx8kgO7GuKc8WRKGQQo.cQLlrg4mZrpsQhbH?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FF7P2jz1GfPdA7Hkfiv18HLITtft9lD_V-Ir_fVb1c9kYe_AtjEqLQ-Hrwh5nDT7u.N0vu1n2hSWAQf0hF%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz--OuF0CHgy-h4oPS0h1J7oV3dzyktuZWyNAaWK1bBS2VQZeO2eC8q0Wgc5lg33rcYcqftQt) - [Modeling Capital Gains in Scenario Analysis](https://holistiplan.zoom.us/rec/play/8idIYJwXFscP3iUrUsOnreOkHvRR2B-5i5biIKTGlZksOihtaWbY9KBPGBpQcegXbw2czrxUt9OXJCKF.gM-ag7f_yWXohumA?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FdJzUklFTLDCwdb3_vXrMSZwPqFuEy6M-B7YtDmNY3uklCh407GfI43m8Qw3S5vnM.GbtFEAFSu9qsSC2A%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-8eC_fBMIM_Fm52sVZ0drX1ZK6OhVjrCuJgKC6K7WUP9GbAcfEU6h8tsC4BhASyWZ81ED-U) - [Modeling Business Income in Holistiplan](https://holistiplan.zoom.us/rec/play/-R6V6b6uBjqTeIfB16PLhg8jq5wE-u_q99a8fMx841_66-FQuTfVmkcEmNuNsvYbqVZm3JK-be0YmJbg.qnucenw2X_4mMfox?canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FuBcXNElEPjycZiSRqgFHOWbVoJz2qHuwErKCnRKSrciYpU2lOEwIXy2RikWLxW5w.6WnVFXVuhmuYgDEn%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-_m1A30HOPOuMS5Z9naJ_XxRqBfIhQq6eVGgi9OLTw2XVNTTJNkJCLuf7wlp-snXKkaF9cF) - [Modeling Rental Income in Holistiplan](https://holistiplan.zoom.us/rec/play/lceHPiyhKqv5EEVSWVogsCVQGSHUmAPmu4Awv0CfaX6WidQct9u64sDe6hPAQAfHhizd5yn8if6zn8OG.6oON5cntWLdIR23l?canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FE9CD32usGzDXCy-IytfbF6v4togvxmIqKhjugoTyHDCIrnNTDAYnCuN1MWkBDuS3.EXzADtp61WjHCGC4%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz--1keCBm60ctIV4VdEh5S8ywYlsMm8DI07RqGt69bmBbPx_lu1awXYlhZ_G45Su6cm64cQP) - [Mastering Wage Income Modeling in Holistiplan](http://youtube.com/watch?utm_campaign=53482681-Webinar+-+Master+Wage+Income+Modeling+with+Holistiplan+-+09-16-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-98McYWRs7oi3uL5QtvsmUtHmi6nH-NmSpQ5lBCLn9KiylzJ6OKuVmslfTmyXGYkR7nTRQ6&v=0_Phjd8H-xI&feature=youtu.be) - [Slides](https://help.holistiplan.com/hubfs/Master%20Wage%20Income%20Modeling%20with%20Holistiplan%20Webinar_Slides%20(Finall).pdf?utm_campaign=53482681-Webinar%20-%20Master%20Wage%20Income%20Modeling%20with%20Holistiplan%20-%2009-16-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iSTWLQ14JCP_UnQpm7VYXP3Mgt-8mYKWtClO9lhBRSmPkroqjOp4FJX1DRrKrwvSblU_u&hsLang=en), [Sample Paystub](https://help.holistiplan.com/hubfs/New_Gustopaystubexample09.16.26.pdf?utm_campaign=53482681-Webinar%20-%20Master%20Wage%20Income%20Modeling%20with%20Holistiplan%20-%2009-16-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iSTWLQ14JCP_UnQpm7VYXP3Mgt-8mYKWtClO9lhBRSmPkroqjOp4FJX1DRrKrwvSblU_u&hsLang=en), [Sample W-2](https://help.holistiplan.com/hubfs/w2_wileecoyote_trk09.16.26.pdf?utm_campaign=53482681-Webinar%20-%20Master%20Wage%20Income%20Modeling%20with%20Holistiplan%20-%2009-16-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8iSTWLQ14JCP_UnQpm7VYXP3Mgt-8mYKWtClO9lhBRSmPkroqjOp4FJX1DRrKrwvSblU_u&hsLang=en) - [Modeling Equity Compensation in Holistiplan](https://holistiplan.zoom.us/rec/play/OW30nLzyfMHFL78M3gcr6bvDkwChPg0er3G4hE9R61OABBviTdXkgeI89d9ZAlYMufdlorVwr0eBcatZ.SQhZBH13Vg4TNxUi?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FZEQVe_btEaX40ZG6VHu-mARRESgcIi9E1TespYvoktOPJBLUsEP7YVumtSp6bW6W.w1RQpnh0an3FOssn%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-9Po3ZKWKsgkoZgKndH26zHAbb7-p77QLM7hAxL-NP8QhOrtdbI1UyGxmeICMeQzo1AWYtY) - **[Linked Article HERE](https://help.holistiplan.com/how-do-i-handle-equity-compensation-e.g.-nqsos-isos-rsus-etc.-in-scenario-analysis?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9Po3ZKWKsgkoZgKndH26zHAbb7-p77QLM7hAxL-NP8QhOrtdbI1UyGxmeICMeQzo1AWYtY&hsLang=en)** (includes screenshots of examples used in the webinar) - [Modeling the Premium Tax Credit in Scenario Analysis](https://holistiplan.zoom.us/rec/play/8g7-QDykPjA2Wa4jztst4Pptn-egZl0M80AplsrVJqZSQmfajk8z_d8Hu6hqfKX5PFuVW80JjSrGgpwb.u_keuzWyjUi5Ex3K?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FXqWbgS8bC-nvqLkrzEUn4Gdih-TBYwdxWojDo0RxDG64gfNH_ANBAUj8v-zi0ii2.YTeInnkC-XeX2_LW%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-9Vjf4xbDZb7yCf7740dQKcvxpJzUPpzcKkFbs9tzQnNZALHJS40lT-45Ea4myZS25vRtCH) - [Slides](https://help.holistiplan.com/hubfs/Modeling%20the%20PTC%20in%20Scenario%20Analysis_Webinar%20Slides_May%202026.pdf?hsLang=en) - [Modeling State Taxes in Scenario Analysis](https://holistiplan.zoom.us/rec/share/9lAw3LWYWlP_V_-HfcmjqI6J01g8yLOQ-vTvak4vvOq-jNimZyD54ZiIqPEZRyOV.8_On-CsnIN4sbahu?utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8ZFHzPXtDQkKLbcCxN76R6QmYLDhUuSBHWrghlbaA3vXRdfjthBym75Hyb2ovWM3h-U095) - [Minimizing Lifetime Taxes with the Roth Projection Tool](https://holistiplan.zoom.us/rec/play/JAaPVaS2ibte7yvH_GY_aSt6iFQWHYT5PauKaK8nZSvR-hAbH_0-mN4ieopXy9VJ3fHUdpVTlUaiAT2o.Jk1DEK-YITGjn-Fg?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2F-7HbjPI66b-4zKbHFm5AZ57sukc1nh18JdQr7MtJ64ZCQrMBYvv7npC5Qd72hhQM.eHmCpZIZo0V_AuNC%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-8HJVwCyR1gyuJqiil_EWbFoTySw_rNXRejGmOK-bZTQ5QclftL32lxrP8n14xFsPW9lEg7) - [Streamlining Success Using Holistiplan: Tax Return Staging + Tax Reporting](https://www.youtube.com/watch?utm_campaign=3762082-Reporting+and+Staging+Webinar+%7C+December+2024&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-8DnXvG33tzO7reASylD8wbabCT1qhC34ZHHUDO0McoX-t8fQJ1M7Gz3-ACKxFsqP68zg2_&v=CjhZdn5c1v0&feature=youtu.be) - [Understanding IRMAA](https://holistiplan.zoom.us/rec/play/0UqEXTRtQN_2vJQCm_QO1Uem1KEBpBSPneYtNVJBfbGL1yD2nhwsgAoAw_lE8Xp9nMVAXVCFO__fpQFd.obzc9DULFjU8fmvZ?accessLevel=meeting&canPlayFromShare=true&from=share_recording_detail&continueMode=true&oldStyle=true&componentName=rec-play&originRequestUrl=https%3A%2F%2Fholistiplan.zoom.us%2Frec%2Fshare%2FP50OJbWgshtDLXIMpAHU4-ACH2GtI9tN5zKW0LO63rzXVxFxFTCQR5IccWS8C5yv.x1d3GhqfOloGwMmY%3Futm_source%3Dhs_email%26utm_medium%3Demail%26_hsenc%3Dp2ANqtz-_sHJnfqVy5lKedVcUJ-n9phqPq43oZEQNdSqIl-EAuNCUpNcTkQ6Q0No1k4kRSdbleZ1x7) ### **Most Recent Webinars in September (not listed above)** - [Aaron Graham, CFP®, EA - Making Pay Stubs Pay Off: Turn client pay stubs into proactive tax planning opportunities](https://www.youtube.com/watch?v=pYJQ6jG47e0) - [Aaron Graham, CFP®, EA - Master Wage Income Modeling with Holistiplan](https://www.youtube.com/watch?v=0_Phjd8H-xI) - [Austin Hunt - 5 Ways Financial Advisors Can Get Ahead Before Year-End Tax Planning](https://vimeo.com/1221275506/aa2ca6b612?share=copy&fl=sv&fe=ci&utm_campaign=52103264-Webinar%20-%20FPA%20Austin%205%20Ways%20Financial%20Advisors%20Can%20Get%20Ahead%20-%2008-25-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--YATBDm6qYycG8pZeWm8VxXUlpfATesqZ1yGxyB1UaEhVmlpDCXm4QStSCt5bf5q4T85VG) - [Debbie Taylor, CPA/PFS™, JD, CDFA®, and Greg Schultheis, CFP® - Slow Season, Serious Growth: Uncovering Held-Away Assets with Schedule B](https://www.youtube.com/watch?v=E6wE3gJdV9o) - [Emily Rassam, CFP®, CDAA, CRPS® - From Idea to Implementation: Launching an Integrated Insurance Review Process](https://www.youtube.com/watch?v=RPNYQVMvzOw) - [Emily Wetter, CFP®, EA and Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS - The Blind Spot Detector: What Every Advisor Already Senses Before the Merge](http://youtube.com/watch?utm_campaign=53378624-Webinar+-+The+Blind+Spot+Detector+-+09-14-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-9GtNmLIRSB51R9YrxlzF3ZExWdrd2W0ocQskqNQsVg9fxlEBNGyjuGBvW5jLkbajtNhEcB&v=36PKES_F7mE&feature=youtu.be) - [Chris Field and Debbie Taylor, CPA/PFS™, JD, CDFA® - Scale with Accuracy: AI for Year-End Tax Planning](https://vimeo.com/1227118598/b10b06adbc?share=copy&fl=sv&fe=ci&utm_campaign=53384375-Webinar%20-%20Scale%20with%20Accuracy%3A%20AI%20for%20Year-End%20Tax%20Planning%20-%2009-15-26&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_HApsjmfYWhpYiV4w_UwHVVLvPJgSlCuI7r3na1Ai4rr-puVOnhtFRenHZHln7_17P1-0m) - [Michelle Weinstein - Tax Pros: 5 Steps to Price & Offer Premium Advisory Services with Confidence](https://www.youtube.com/watch?v=BCHOBnCrlkI)   - [Getting Started at Holistiplan - 101](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan-101?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - [API](https://help.holistiplan.com/integrations?hsLang=en#api) - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) - [Security](https://help.holistiplan.com/security?hsLang=en) - 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