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Case Studies, Insights

Case Study: Even a Beautiful Financial Plan Needs Tax Input

Oct 11, 2022

How Mike Zung, Founder of Java Wealth & Beautiful Financial Plan, incorporates Holistiplan to optimize tax planning

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25 Questions Advisors Should Ask Tech Vendors

How Mike Zung, Founder of Java Wealth & Beautiful Financial Plan, incorporates Holistiplan to optimize tax planning

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