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This session will start with an introduction on the “why” behind the importance of tax planning including several of the key reasons every advisor should strongly consider making it part of their ongoing work with clients. Our expert speaker, Kevin Lozer, CFP will also cover the common barriers advisors face when it comes to tax planning and how those can be overcome with a few simple tools.

The session will continue with a live demonstration of the new tax planning software Holistiplan, co-founded by 2 financial planners (Kevin and Roger Pine) including highlights of items on a tax return that every advisor should be looking for when it comes to client tax planning opportunities for customized observations.

Finally, the session will conclude with a question and answer session which will include best tax planning practices currently being utilized by many of the more than 1,600 firms currently using Holistiplan for their client’s tax planning.

CE Eligible: Yes. CE is automatically submitted (for subscribers) to the CFP Board. Complete certificates are also provided to subscribers for self reporting for those with American College designations (CLU, CHFC and RICP), a CPA license and NAPFA members. 

CPE Eligible: Participants will earn 1 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based


NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: