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.