Tax Planning with Holistiplan

For many financial advisors, tax planning can be intimidating.  But we need to be conversant and competent to discuss taxes as taxes since they are intertwined with pretty much everything we're doing for our clients. 

Listen in as Rich discusses his tax background and Kevin Lozer, co-founder of Holitiplan, discuss how his software can make you look like a tax rockstar.  Learn how to uncover planning opportunities by simply uploading form 1040.  It's the easy button for financial planners when it comes to discussing taxes.

Holistiplan was created and designed by two CFP® professionals.  As firm owners, they were constantly looking for ways to efficiently and consistently provide financial planning service to clients.  They designed Holistiplan to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while creating more value for every client.

Resources mentioned:

https://www.holistiplan.com/
https://www.ncfg.com/