YCharts University: Turn Tax Season Into Your Planning Advantage

Turn Tax Season Into Your Planning Advantage

February is when advisors either get pulled into reactive tax questions, or take the lead. As 1099s arrive and retirement contribution decisions come into focus, this is your opportunity to guide proactive planning conversations and reinforce long-term strategy early in the year.

In this workshop, you’ll learn how to:
✅ Pull clean, client-ready portfolio data in seconds using Quick Extract, so you can review accounts as tax documents arrive.
✅ Model real retirement and tax tradeoffs with Scenario Analysis, helping clients understand how contribution decisions and allocation changes impact their long-term plan.
✅ Validate and refine portfolios with confidence using the Portfolio Optimizer to ensure allocations still align with client goals before year-long strategies are locked in.
✅ Answer client questions faster and more clearly with AI Chat, generating instant insights and talking points that turn complex data into confident conversations.

Featured Tools: Quick Extract, Scenario Analysis, Portfolio Optimizer, AI Chat

Learn more about YCharts and sign up for future YCharts University workshops!