Creating An Efficient Tax Planning Offering For Your Clients
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
Fill out the form to watch the webinar at your convenience.