Tax planning used to require an Advisor to be familiar with every page of the 1040, wading through endless IRS forms trying to find the nuggets that are relevant and valuable to a client.
With Holistiplan, Advisors get to skip right to sharing their experience and making recommendations to clients (or giving them great information to take to their tax professional).
Instead of 90 pages of tax forms, Advisors can now almost instantly summarize that data to 2-3 pages of key information and observations to make tax planning effective and efficient.
Which is why Steven and the whole team at Retirement Tax Services have become Holistiplan Super Users!
This power session is an opportunity to see how Steven and the team use Holistiplan reports in practice. Running a Holistiplan report for every client almost instantly became mandatory and has been an incredible tool for the team.
Learn how Holistiplan can help you expedite data gathering and provide guided knowledge for specific clients and then Steven and co-host Matthew Jarvis, CFP® (RTS Premiere Member and Holistiplan user) will share how they use Holistiplan to layer on their expertise and wisdom.