Put a plan in place for clients to avoid probate and reduce estate, inheritance, and capital gains taxes.

We believe a solid financial plan has the potential to transform the lives of individuals and families at every stage of life. That’s why we equip advisors at every level with the most …

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Oct 2, 2024 · Choose Your Plan. Efficiency Meets Value in Financial Planning. Holistiplan bridges the gap between speed and quality, helping advisors like you deliver greater value to every …

Jun 18, 2024 · Guide client conversations with enriched analyses of 529 plan distributions, IRA and Roth IRA contributions, HSA contributions, and NIIT impact.

Contact the Holisitiplan team to plan your financial future today.

How Holistiplan Works: Upload client tax returns, sit back and get actionable planning points, and generated reports with the best Tax-Planning A.I. in the business.

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Mar 1, 2022 · Creating a tax game plan earlier can not only free up your schedule in the midst of the year-end rush, it can also ensure your clients’ overall financial goals are on track for the …

Nov 8, 2024 · Adding Holistiplan to your overall financial plan will save you time while also increasing the level of accuracy and comprehension when planning for a person’s long-term …