Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan

The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz. “How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you grow as an [advisory] firm, and bring on more clients, you can support all of your existing clients without having to pick and choose who to do it for. If […] The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

NOW PLAYING

0:00 0:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

You Don't Have to Bear the Pain Alone

Jul 20, 2024 ·51m

Being in a State of Transition in Life: how do we cope with the uncomfortability of the 'in-between'?

Apr 7, 2024 ·65m

My Experiences in Truth Until Today

Mar 14, 2024 ·37m

Navigating Cancer Progression, Loss and Grief, Finding Faith

Feb 24, 2024 ·34m

Let's Come Home to Ourselves (How to Stop Self Abandoning)

Jan 20, 2024 ·43m

This is a POWERFUL Key Toward Finding Fulfillment at Any Moment

Jan 8, 2024 ·61m

Similar Podcasts

Chewing the Fat with WorkForge WorkForge Bite-Sized Conversations for Building a Stronger Workforce Welcome to Chewing the Fat, a podcast delving deep into the world of food manufacturing. Dive into real conversations around critical topics like staffing, retention, onboarding, and career development in this essential industry. Subscribe now to gain insights from your peers, subject matter experts and more on the biggest issues facing food manufacturers today: -Hiring and retaining employees -Addressing the challenges of the Silver Tsunami -Improving time to productivity of new employees -Engaging employees from hire to retire And more... Tune in to Chewing the Fat, a WorkForge podcast, and join the conversation on how to build and sustain a resilient, high-performing workforce in food manufacturing. She’s a Hazard to Herself She’s a Hazard Hi there, I’m Mallory, and I’d like to invite you into our world with “She’s a Hazard to Herself!” Join us as we navigate life with Multiple Sclerosis from the seat of my power wheelchair. Discover stories of resilience, family, and the community we’ve built around chronic illness. Whether you’re impacted by MS or want to learn from our journey, there’s something here for you. So why wait? Subscribe to “She’s a Hazard to Herself” on your favorite podcast app and be part of our journey today. Let’s lift each other up, one episode at a time! MySwimPro Swimming Technique & Training Podcast MySwimPro MySwimPro is the number one fitness application for the fastest growing sport in the world. Since 2014, we have been on a mission to help swimmers of all levels live happier and healthier lives through swimming. Today, swimmers in more than 150 countries use MySwimPro’s award-winning mobile and wearable apps to access personalized swim workout plans, training plans, educational drills and videos, advanced analytics, and to log and track their progress. MySwimPro is accessible on iOS and Android smartphones and wearables, and is free to get started. rAIsing the bar Isha Karim “rAIsing the bar” is a female-run podcast series committed to broadening the AI conversation and sparking discussion around the ethics and controversies surrounding the field today. By making AI more accessible in such an interconnected world, we aspire to foster an interest in AI for as many people as possible.

Frequently Asked Questions

How long is this episode of WealthTech Today?

Episode duration information is not available.

When was this WealthTech Today episode published?

This episode was published on April 27, 2021.

What is this episode about?

Can I download this WealthTech Today episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!