Creating An Efficient Tax Planning Offering For Your Clients

Posted on May 11, 2022

TheTechnology should make our lives and our clients’ lives easier – especially when it comes to tax planning.
Whether the prep work takes you 5 minutes or 5 hours, what matters most to clients is the conversation that comes next. Let’s focus on what matters.

During this on-demand webinar, we’re joined by our partners at Holistiplan to talk through how you can provide efficient tax planning – often in just a few minutes. We’ll explore:

• What Holistiplan offers and how it can help you create efficiency
• The hundreds of tax planning strategies Holistiplan helps automate
• Why Carson Partners are excited about the addition of Holistiplan to our tech suite
• How you can implement these tax efficiencies for your clients