The Alliance of Comprehensive Planners (ACP), is a community of approximately 200 tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program, and meet some of the highest continuing education requirements in the industry. This diverse group can address anything and everything as it pertains to personal financial planning and tax strategies. There are some real brainiacs in this group and it would be difficult to stump this professional think tank!
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:
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