The Essentials of Tax Planning with Holistiplan

Every decision a financial advisor makes for their clients is a tax decision. In this episode we welcome guests Kevin Lozer and Roger Pine, the co-founders of Holistiplan.

The guys talk to us about the reasons behind the creation of Holistiplan, how they keep the software up-to-date with rapidly changing laws, and why advisors should think of tax planning as an essential service.

Click below to listen to the full episode featuring Roger Pine and Kevin Lozer right now.

About Holistiplan

Learn more about Holistiplan, courtesy of their website:

Holistiplan was created and designed by two CFP® professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners. Drawing from those experiences, we designed this software 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.

Want to make sure you never miss an episode?

Click here to sign up for the Three Crowns newsletter or connect with a member of our team today.