{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2c5397f404f6488ea01044ec8bd8a517\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2c5397f404f6488ea01044ec8bd8a517-ec93e228943f3e75.gif","duration":2374.9,"title":"Holistiplan Implementation Webinar","description":"In this session I walked through how to make Holistiplan a consistent year round part of your workflow, not just something you use at tax time. I covered setting client expectations upfront, standardizing a tax return request and follow up workflow, then creating the household, reviewing and saving the tax report, drafting a current year scenario with year to date data, and building or refreshing the tax letter. I also shared year round maintenance using CRM and task workflows for events like QCDs, backdoor Roth, factor off contributions, and quarterly estimates."}