Monthly Practice Management Webinar: Creating An Efficient Tax Planning Offering For Your Clients

Join Jamie Hopkins, Managing Director, Carson Coaching and Kevin Lozer, Co-Founder of Holistiplan  to talk through how you can provide efficient tax planning – often in less than 5 minutes. We’ll talk through:
– What Holistiplan offers and how it can help you create efficiency
– The hundreds of tax planning strategies Holistiplan helps automate
– Why Carson Partners are excited about the addition of Holistiplan to our tech suite
– How you can implement these tax efficiencies for your clients

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