The June 2022 Tax & Estate Planning Knowledge Circle will be held on Tuesday, June 28th at 1 pm ET.
Guest speakers Roger Pine and Ben Birken with Holistiplan will be presenting, "Reviewing the 2021 Federal Tax Return for Planning Opportunties."
Conducting tax return reviews is a high-value activity that allows you to present clients with real money-saving strategies year after year. But with tax returns changing almost every year, it’s important to have an updated checklist. In this presentation, Holistiplan will pull the curtain back and go through our fully updated, crowd-sourced 2021 tax return review checklist and demonstrate how you can automate reviews to help you serve more clients in a systematic, scalable way. And as a bonus, we’ll make the checklist available to all attendees at the end of the event!
Roger Pine, CFA®, CFP® is a co-founder at Holistiplan where he is in charge of product strategy and contributes as a software developer. Previously he was a financial advisor and partner at Briaud Financial Advisors in College Station Texas. During that time, he was heavily involved in volunteer efforts at the National Association of Personal Financial Advisors, culminating in a term on the association's national board. Roger earned a Bachelor of Science in Electrical Engineering from Rice University. He is an enthusiastic distance runner, currently on a quest to run a marathon in all 50 states. When time allows, he loves acting in local musical theatre productions.
Ben Birken, CFP®, is the Vice-President for Subscriber Success and Engagement at Holistiplan, where he leads the team of Support Specialists and Data Analysts to ensure that users get the most out of their Holistiplan subscription. Ben serves as an escalation point for higher level tax and product-related questions, while also conducting product-related and continuing education webinars for the Holistiplan community. With over 15 years of advisory experience - including being the principal/founder (and Holistiplan user!) at Pisces Financial Advisors in Chapel Hill, NC - Ben is well aware of the issues and challenges that financial advisors face, particularly when working with software. Ben holds a Bachelor’s degree from the University of California, Berkeley and a Master’s degree from the University of Colorado at Boulder. He enjoys playing pickup basketball for as long as his aging knees will allow him, coaching his children’s baseball teams, and catching up on all the movies he missed when his kids were younger.