ABOUT this webinar
Topic: Redtail + Holistiplan = 2023 Year of Tax Planning
Description: Tax planning is quickly being added to the list of things clients expect their financial advisor to provide. Come hear how Holistiplan is simplifying the process of planning by providing advisors with a software solution that helps advisors save hours of their time by providing them with actionable observations about the client’s return and a way to model changes for the future.
Register now for this webinar on April 25 at 10:00 am Pacific.