Tax Planning as a Year-Round Sport - NAPFA and CFP Credit

Tax Planning as a Year-Round Sport - NAPFA and CFP Credit

D-Income Tax Planning

Ben Birken

Published: 1/6/2022

This is a recorded Partner Solutions webinar sponsored by Holistiplan from January 6, 2022.


Champions don’t just hoist a trophy. They first must work hard in practice, the pre-season and the regular season before the playoffs even start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of the year – not just in the final weeks before the calendar changes. With a few simple tools, advisors can leverage the power of year-round tax planning to the benefit their clients and their firm’s value.

Learning Objectives:

  • Identify the elements of a year-round tax planning service
  • Clarify often misunderstood elements of tax calculations
  • Communicate the tremendous value of tax planning to clients

Content Level:


Speaker Bio:

Ben Birken, CFP®, has 15 years of financial advisory experience. In addition to his role with Holistiplan, where he helps advisors understand the software and the world of tax planning, he continues to work as an advisor at his firm Pisces Financial Advisors. This dual role makes him uniquely qualified to understand the challenges advisors face when practicing tax planning and communicating important concepts to clients.

1 NAPFA CE in D – Income Tax Planning will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.