HolistiPlan’s planning software is an advisor-oriented tool that integrates a client’s tax return into their financial plan as a way to find more opportunities for “tax alpha.” The technology makes the tax analysis and planning process a scalable, structured procedure between advisors and their clients. In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to … Continue reading Episode 3 – Tax-Based Financial Planning –– With Holistiplan’s Kevin Lozer →