Advisor Innovations: Holistiplan's Kevin Lozer on Tax-Based Financial PlanningAdvisor Innovations: Holistiplan's Kevin Lozer on Tax-Based Financial Planning
Holistiplan co-founder Kevin Lozer describes how the firm solves the big problem advisors have when it comes to taxes and financial planning.
May 21, 2021
Sponsored by LPL Financial
HolistiPlan’s planning software is an advisor-oriented tool that integrates a client’s tax return into their financial plan as a way to find more opportunities for “tax alpha.” The technology makes the tax analysis and planning process a scalable, structured procedure between advisors and their clients.
In this episode, David Armstrong, editor-in-chief of WealthMangement.com, speaks to HolistiPlan co-founder Kevin Lozer about how he and his partner Roger Pine saw the need for the tool while running their own financial advisory firms; how they leveraged a small group of fellow advisors as beta testers and won an early XYPN fintech competition; and how they’ve expanded the software, and the team behind it, including bringing on board tax-planning guru Jeff Levine of Buckingham Wealth Partners as a tax-planning strategist.
Holistiplan won XYPN's fintech competition in 2019.
You will learn:
How the idea for HolistiPlan came about
The big problem advisors have when it came to taxes and financial planning
How winning the XYPN fintech competition put them on the map
How HolistiPlan keeps up with ever-evolving tax codes
The difference in software designed by advisors for advisors
The future of the tax planning and software industry
