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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
- Holistiplan 201: Deeper Dive
- Holistiplan 301: From Theory to Practice
- Using the Tax Report
- Slide Deck - All About Scenario Analysis & Range Calc
- Understanding Range Calc
- Risk Management Tool 101
2025 Quarterly Keynote Sessions
- Foundations for the Future
- 2025 Tax Planning Summit
- Tax Law Changes
- Tax Planning vs. Tax Advice
- Practice Management for Modern Tax Planning
- Making Insurance Planning Part of Your Process
- Tax Planning Through Every Stage of Life
- Top 5 Year-End Planning Strategies for Every Client, Every Year
- Digital Estate Planning: Afterlife in the Cloud
- Facing the “What If’s” of Tax Planning from the OBBBA
- Value by Design: Create a Business That Runs With Purpose
- Mastering Roth Conversions with Holistiplan: Turning Analysis into Action
- Collaborating with CPAs: Building a Scalable Process That Works
- Protect and Prosper: Levering P&C Insurance for Year-End Planning and 2026 Strategy
Support How-to Webinars
- Modeling Roth Conversions in Holistiplan
- Modeling Business Income in Holistiplan
- Modeling Capital Gains in Holistiplan
- Modeling Rental Income in Holistiplan
- Modeling Equity Compensation in Holistiplan
- Modeling Charitable Gifting in Holistiplan
- Modeling State Taxes in Holistiplan
- Minimizing Lifetime Taxes with the Roth Projection Tool
- Streamlining Success Using Holistiplan: Tax Return Staging + Tax Reporting
Most Recent Webinars for the Month of November (not listed above)
- Emily Rassam CFP®, CDAA, CRPS®- Cooking Up a Streamlined Year-End Tax Planning Process: Part 3: The Secret Sauce - Seasonal Opportunities
- Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS- Underwriting Uncovered: What Advisors Need to Know About P&C Risk Decisions
- Debbie Taylor, CPA/PFS™, JD, CDFA®- Master Class: Year-End Tax Planning & OBBBA Tax Law Updates: Your Q4 Action Plan