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Podcast: Retirement Inside Out with Tom Lamendola
Episode: Ep 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®
Description: Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of how important tax planning has become for financial advisors, and this software allows you to scale the process in a comprehensive and efficient manner. Find out why more than 2,300 firms have already subscribed in the first two years, how this software works, and what the future of the industry could look like.  Learn more about Holistiplan: https://www.holistiplan.com/  Key Moments: 1:42 – Background on Kevin 2:55 – How the software...