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The Year-End Tax Planning Summit
For financial professionals guiding clients through complex planning decisions, the final months of the year leave little room for wasted time—or missed opportunities. Holistiplan's Year-End Tax Planning Summit is a half-day virtual event built to help you make the most of both!
Save your seat
Free to attend. We'll send you the joining link by email.
Meet our speakers
Advisors, tax professionals, and the Holistiplan team behind the sessions.
Ben Birken, CFP®
VP of Customer Support, Holistiplan
Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS
Director of Product, Insurance, Holistiplan
Chris Field
Acting Director of Innovation, Holistiplan
Roger Pine, CFA®, CFP®
Co-Founder & CEO, Holistiplan
Emily Rassam, CFP®, CDAA, CRPS®, NSSA
Partner & Senior Financial Planner, Archer Investment Management
Caroline Taylor, ChFC®
Director, Wealth Strategy & Associate Tax Strategist, Carson Wealth Franklin Lakes
Debbie Taylor, CPA/PFS™, JD, CDFA®
Managing Partner & Chief Tax Strategist, Carson Wealth Franklin Lakes
Andrew VanVladricken
Director of Product, Tax, Holistiplan
Emily Wetter, CFP®, EA
Enterprise Customer Success Manager, Holistiplan
Prudence Zhu, CPA, CFP®, CFT™
Founder & Lead Advisor, Enso Financial
Mark Allen, CFP®, EA, MSFP
Founder, Allen Tax Planning
Mark Astrinos, CPA/PFS, CFP®, RLP®
CEO, Libra Wealth
All are welcome
Financial Planners, Wealth Advisors, Tax Professionals – there's something here for everyone. Registration is free regardless of whether or not you use Holistiplan today. We believe the ideas that move the profession forward should be accessible to the professionals doing the work every day!
Advisors and financial planners
Practical moves to close out the year and a sharper year-round planning process.
Tax professionals & CPAs
Ways to turn post-filing momentum into more proactive, year-round client work.
Current customers
Fresh workflows across Strategy Library, Scenario Analysis, and the P&C Report.
Practitioners shaping tomorrow
For practitioners who want a hand in shaping where fiduciary advice is headed.
Six things you'll walk away with
A non-comprehensive list of what Summit attendees will learn.
The planning moves worth making before December 31, and which to prioritize first.
How firms are building more proactive, year-round practices across tax and planning.
How to review more clients thoughtfully without adding hours to the week.
The reasoning behind a Roth conversion decision, not just the number the software gives you.
How to reassess a client's insurance coverage as their life changes.
How tax professionals are expanding what they offer clients beyond the return.
What's on the agenda?
We're so glad you asked! There will be three mainstage sessions, a product roadmap preview, and an hour of breakout sessions – something for everyone.
Panel Discussion: The Next Era of Proactive Planning
What's driving the shift toward proactive, year-round planning, and what it means for how advisors and tax pros work together.
Holistiplan Product Roadmap Preview
A first look at what's next for Holistiplan.
A New Era for Retirement Tax Planning: AI Tools Built for the Everywhere Millionaire
The case for AI you can trust: deterministic, auditable, and built to hold up to scrutiny as the largest generation in history moves into distribution.
Breakout Sessions — Pick Your Track
One hour, five tracks — pick one when the event lobby opens.
The Tax Pro's 2027 Playbook: Making Tax Planning Part of Your Practice
Best for tax pros ready to move from tax prep into proactive planning.
The CPA's Path to Proactive Tax Planning
Clients expect their tax professionals to look ahead, not just report on the year behind them.
High-Touch, High-Tech: A Better Year-End Tax Review
Best for advisors looking to scale reviews without losing the personal touch.
Roth Conversions, Under the Hood: The Math Behind the Decision
Best for advisors who want the technical reasoning behind the recommendation, not just the output.
A Lot Can Change in a Year: Reassessing Client Insurance Risk
Best for advisors revisiting a client's coverage as life circumstances change.
The Final Stretch: 5 Tax Planning Wins for Q4
Five practical moves before December 31, and how Strategy Library finds them in a few clicks.
"This is a chance to hear directly from advisors and tax professionals already doing this work, and leave with steps you can take before year-end closes."
— Roger Pine, CFA®, CFP®, Co-Founder & CEO, HolistiplanQuestions, answered
What is the Year-End Tax Planning Summit?
The Year-End Tax Planning Summit is a free, half-day virtual event that brings together financial advisors, tax professionals, and industry leaders to share strategies for making the most of the time crunch between the October 15 extension deadline and December 31.
When is the event?
Thursday, October 22, 2026, 11:00 AM – 3:30 PM ET.
Is the event really free?
Yes! The Summit is completely free to attend.
Who should attend?
This event is free and open to all: financial advisors, financial planners, wealth managers, and CPAs and tax professionals, whether or not you're already a Holistiplan customer. There are sessions for every experience level, from those brand new to proactive planning to advanced practitioners.
I registered but didn't receive a confirmation email. What should I do?
First, check your spam or promotions folder. If you still don't see it, reach out to us and we'll make sure your confirmation email is resent.
Can I invite others?
Yes! We encourage you to share the event with colleagues or peers who may find it valuable.
How do I choose my breakout session?
At 1:30 PM ET, you'll pick one of five sessions. There are no pre-assignments — you'll self-select from the event lobby when it's time.
- The Tax Pro's 2027 Playbook — Prudence Zhu. Best for tax pros ready to move from tax prep into proactive planning.
- The CPA's Path to Proactive Tax Planning — Roger Pine, Mark Allen & Mark Astrinos. Best for CPAs and tax professionals.
- High-Touch, High-Tech: A Better Year-End Tax Review — Emily Rassam. Best for advisors looking to scale reviews without losing the personal touch.
- Roth Conversions, Under the Hood — Ben Birken & Andrew VanVladricken. Best for advisors who want the technical reasoning behind the recommendation, not just the output.
- A Lot Can Change in a Year: Reassessing Client Insurance Risk — Meaghan Dowd. Best for advisors revisiting a client's coverage as life circumstances change.
Will CE credits be offered?
CFP® CE credit is being applied for on every session, reported directly to the CFP® Board using the CFP® ID provided at registration. Approval is pending — we'll announce approved sessions as soon as that information is available.
Will a recording be available?
Yes, recordings, slides, and any other additional resources will be shared after the event via email and posted to the event page.
Save Your Seat
Can't make it live? Register anyway and we'll send the replay.
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