Comprehensive tax planning for financial advisors
Want to see all that Holistiplan has to offer?
Holistiplan’s features provide financial professionals with the tools they need to perform fast, scalable, uniform tax planning for all of their clients in a fraction of the time:
A clean and easy-to-read client deliverable customized with your firm’s logo and disclaimer. Review with your client in person or send to them as a PDF.
Identifies the tax impact of adding $1,000 increments to ordinary income or capital gains.
Identifies key income break points for tax planning opportunities like Roth conversions, tax-efficient withdrawals, charitable giving, and much more.
Available Multi-Factor Authentication
Safe keeps your account from unauthorized access by requiring you to enter an additional code when you sign in with your password.
Integrations with Redtail, WealthBox, and FP Pathfinder
Improve day-to-day processes and streamline your work flow with integrations that enhance the Holistiplan experience.
Companies can have multiple users in a single account, eliminating the need for separate accounts.
See all that Premium has to offer
Not only do you get all the previously listed features, you have access to features that help you be the best CPA to your customers, helping them find the best way to manage their wealth.
Most clients don’t have a full understanding of their taxes, so show them the breakdowns in an easy to understand way.
Your client can get the maximum tax benefit from charitable donations that can be seen over multiple years.
Client’s is over the age of 70.5 can give a tax-free distribution from their IRA directly to charity.
Demonstrates why a Roth conversion makes sense, highlighting the long term impact for clients.
Cash Flow Explainer
Show your client where their money goes with a breakdown of taxes, post-tax expenditures, and pre/post tax savings.
Tax Prep Letter
Make the process of sending letters at tax time uniform, branded, and consistent. Create positive touch points with clients, and great relationships with CPAs
CFP Continuing Education Credits
12 free hours of CE credits for premium subscribers with no user limit. Watch live webinars once a month or from the catalog.
Standalone Scenario Analysis
Model planning scenarios without a tax return. This is great for clients or prospects who don’t want to send a tax return.
Weekly Age Reminder Digest
Opt-in email digest that sends advisors a list of the Age Reminders that get triggered for the week.