When: April 20, 2023 | 11:30 am – 3 pm ET
Holistiplan’s Second Annual Tax Planning Summit is here to help you take your tax planning to the next level. Listen to industry experts Michael Kitces, Debbie Taylor, Jeff Levine, and Penny Phillips as they help you and your team deepen what you’re already doing and add new services for this year.
(all times eastern)
11:30-12:30 – Michael Kitces & Jeff Levine
12:30-1:30 – Penny Phillips
1:30-2:00 Break
2:00-3:00 – Debbie Taylor