New Tax Analysis & Planning Software Available to Financial Planning Clients

We’re always looking for better ways to help you make informed and confident financial decisions. That’s why we are currently adding a new tax analysis and planning software, Holistiplan, to bring your tax picture and financial plan together in one place.

Holistiplan software will let us scan your tax return to create a clean and visual review of your tax situation, spot tax-saving opportunities, and instantly model “what-if” scenarios for different tax strategies. The software also provides actionable insights, helping users adjust income or withholding proactively, optimize timing of conversions, distributions, or asset sales, reduce lifetime tax exposure, not just annual liability, all designed to give you clearer insights and smarter strategies to make tax planning proactive instead reactive.

The software can also help us better coordinate with your CPA providing easy-to-read reports that we can share with your CPA to allow fewer surprises at tax time, better coordination on timing of income, deductions, and conversions, and a truly unified tax strategy across us and your tax professionals

As part of the professional planning community, I’ve gained access to Holistiplan at minimal additional cost. Because of this, I’m pleased to make this tax analysis software available, at no extra cost, to all current and future ongoing financial planning clients who have selected the relevant services in their agreement. If you are interested, please feel free to let me know at our next quarterly review. The software will also be made available to future one-time financial planning clients, ensuring they can benefit from the same advanced tax analysis capabilities.

* Please note that there is an important distinction between tax planning and tax advice. As a fee-only financial advisor, I will be using this software for tax planning — not tax advice or tax preparation.

* This article is for information only and does not constitute financial advice.