22 min

25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP‪®‬ The Breakthrough Advisor™

    • Investing

Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy. … Continue reading 25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® →

Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy. … Continue reading 25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® →

22 min