Navigating changes in your client’s taxes this year can be challenging. That’s why we suggest using PreciseFP and Holistiplan for taxes, and starting early is key! With these tools, you can quickly gather your clients’ 1040, plug it into Holistiplan, and get a detailed report. Find out the useful insights from Holistiplan’s report and learn to make this whole process easier with PreciseFP.
Speakers
Nora Gallegos
Financial Planning Thought Leader, PreciseFP
Torie Happe
