Women Unlimited Vital Benefits: Tax Readiness

Women Unlimited presents
Holloway Health -
Tax season never truly ends for those who take their profession seriously. The strongest tax professionals understand that real client service goes beyond filing returns. It means understanding the broader financial picture that impacts families and business owners year round.
Health and life insurance decisions directly affect tax outcomes. From Marketplace premium tax credits and self employed deductions, to S Corporation owner strategies and succession planning funded through life insurance, these conversations are happening whether we are part of them or not.

This workshop is designed specifically for tax professionals, CPAs, and preparers who want to:
• Better understand how health insurance impacts taxable income and premium tax credits

• Recognize planning opportunities for self employed and small business clients

• Navigate life insurance strategies that support estate planning and business continuity

• Strengthen their value proposition and become a more trusted advisor
When you understand a few key insurance concepts, you are better equipped to guide your clients wisely, collaborate more effectively with other professionals, and expand the level of service you provide.
If you are committed to growing as a tax professional and serving your clients with excellence, this workshop was built with you in mind.
We look forward to serving you and the important work you do in our community.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Brenda Anz