Unlocking Client Wealth with Holistiplan’s Roth Conversion Tools | Debra Taylor, CPA, PFS, JD, CDFA®

WEBINAR REPLAY Discover how Holistiplan’s powerful Roth Projection Tool can help you unlock new opportunities for your clients and elevate your financial planning services. Join Debbie Taylor, CPA/PFS™, JD, CDFA®, as she shares expert strategies for leveraging Roth conversions to optimize tax planning and secure long-term wealth for your clients. Key Takeaways: -How the Roth Projection Tool simplifies complex tax strategies. -Identifying key opportunities for Roth conversions. -Positioning tax planning as a competitive advantage for your practice.