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Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25)
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...
The post Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25) first appeared on Simplicity InsurMark.
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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...
The post Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP® (Ep. 25) first appeared on Simplicity InsurMark.
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