Chris Field is the Chief Growth Officer at Holistiplan, a tax planning software solution that helps financial planners be more comprehensive and more efficient.
Doug and Chris sat down at the T3 Advisor Conference and talked about how taxes are part of every thing an advisor does for a client, and how Holistiplan can help advisors conduct forward-looking tax planning reports to better meet their clients’ needs. They also discuss
- How Holistiplan educates advisors on current tax regulations
- The difference between tactical and strategic tax planning
- The importance of close collaboration between advisors and CPAs
- How advisors are using Holistiplan to build deeper relationships and grow their businesses