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In the News
Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities
Apr 15, 2020
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In the News
Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities
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In the News
Holistiplan Rolls Out New Feature for Optimizing Tax Brackets; With the “Solve for Max” feature, advisors can more easily find a client’s optimal tax bracket.
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