Introduction to Tax Planning Tools

In this session, we’ll focus on how to use the tax planning tool to explore planning opportunities and look for clarity on complex topics. We’ll walk through:

Key scenarios to model like Roth conversions
What reporting capabilities are available to present both the baseline and proposed planning to clients
How advisors are positioning tax planning as an ongoing value-add

The goal: help you confidently leverage the tax planning tool to guide clients through today’s evolving tax landscape.

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