Holistiplan & Caribou: A Deep Dive on Factoring Healthcare Into Tax Planning Strategies

Tax season is in full swing! We know tax planning is an important part of comprehensive financial planning, so we’re bringing you a comprehensive overview of specific healthcare considerations to factor into your tax planning strategies. We teamed up with the leading software in the industry, Holistiplan, to provide best-in-class tax planning guidance for this year.

Takeaways:

• When medical tax deductions are worth it, and whether to utilize this strategy or stick with the standard deduction.
• Think twice before recommending an HSA: how to determine if a (triple tax-advantaged) high-deductible health plan is truly right for your client.
• Changes to IRMAA in 2024 for your clients who are close to Medicare eligibility or already on Medicare.
• An often overlooked premium benefit: Premium Tax Credits and how they work.

You’ll also see how Holistiplan’s and Caribou’s software can help you model these factors to better plan for and optimize clients’ overall financial plans.

Christine Simone (Caribou CEO) and Torie Happe (Holistplan Head Of Partnerships) will present this free, informative webinar and answer any questions you have about healthcare planning and tax planning.