How technology can make financial advisors more efficient -- and more valuable to their clients + the CARES Act and tax planning opportunities in 2020

Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP® are co-founders of Holistiplan an award-winning, comprehensive tax planning tool. Holistiplan won XY Planning Network's (XYPN) fourth annual Advisor FinTech Competition in September 2019. The award-winning tax planning software solution for financial advisors was recognized for its automated review of 2018 tax returns, providing client-ready reports that identify financial planning opportunities. Michael Kitces described Holistiplan as "magical tax planning software."

Mr. Pine and Mr. Lozer can provide insight on topics such as: 

• How the fintech revolution is transforming financial advisors' businesses
• How financial technology tools help planners to be more effective and efficient
• How Holistiplan helps holistic financial advisors uncover planning opportunities for their clients
• How, with the new “Solve for Max” feature, advisors can more easily find a client’s optimal tax bracket
• How the CARES Act and other tax law changes in 2020 impact financial and  tax plans

---

Read More