Every decision a financial advisor makes for their clients is a tax decision. In this episode we welcome guests Kevin Lozer and Roger Pine, the co-founders of Holistiplan. The guys talk to us about the reasons behind the creation of Holistiplan, how they keep the software up-to-date with rapidly changing laws, and why advisors should think of tax planning as an essential service.

Join hosts Johnny Sandquist (Three Crowns Copywriting and Marketing) and Torie Happe (FIX Flyer) for fresh episodes each Thursday.