In the News

In the News
November 10, 2020

Holistiplan Hires Jeffrey Levine As Tax Planning Strategist

In the News
November 1, 2020

Winter tax planning tasks

In the News
October 28, 2020

Holistiplan Partners with Redtail Technology to Streamline the Process of Analyzing Tax Returns

In the News
October 22, 2020

Carson Group Adds Holistiplan Tax Planning Software

In the News
October 20, 2020

Holistiplan’s Innovative Tax-Planning Software is Latest Value-add to Carson’s Tech Stack

In the News
October 5, 2020

Carson Group Taps More Funds to Fuel Partner Firm M&As

In the News
October 1, 2020

Two New Tech Tools

In the News
September 24, 2020

Roger Pine of Holistiplan on Speeding up the Tax Planning Process for Financial Advisors

In the News
September 17, 2020

Emerging Tech Week: Possibilities and Threats Facing the Future of Fintech

In the News
September 14, 2020

3 Questions with Adam Holt of Asset-Map

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