video1.0<iframe src="https://www.loom.com/embed/2c5397f404f6488ea01044ec8bd8a517" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2c5397f404f6488ea01044ec8bd8a517-ec93e228943f3e75.gif2374.9In 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.