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Richard Oring & Erik Garcia, Richard Oring, and Erik Garcia에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Richard Oring & Erik Garcia, Richard Oring, and Erik Garcia 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Tax Planning with Holistiplan

39:44
 
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저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on December 11, 2022 21:06 (1+ y ago). Last successful fetch was on August 01, 2022 22:44 (1+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 291602483 series 2857650
Richard Oring & Erik Garcia, Richard Oring, and Erik Garcia에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Richard Oring & Erik Garcia, Richard Oring, and Erik Garcia 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

For many financial advisors, tax planning can be intimidating. But we need to be conversant and competent to discuss taxes as taxes since they are intertwined with pretty much everything we're doing for our clients.
Listen in as Rich discusses his tax background and Kevin Lozer, co-founder of Holitiplan, discuss how his software can make you look like a tax rockstar. Learn how to uncover planning opportunities by simply uploading form 1040. It's the easy button for financial planners when it comes to discussing taxes.
Holistiplan was created and designed by two CFP® professionals. As firm owners, they were constantly looking for ways to efficiently and consistently provide financial planning service to clients. They designed Holistiplan to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while creating more value for every client.
Resources mentioned:
https://www.holistiplan.com/
https://www.ncfg.com/

  continue reading

8 에피소드

Artwork
icon공유
 

저장한 시리즈 ("피드 비활성화" status)

When? This feed was archived on December 11, 2022 21:06 (1+ y ago). Last successful fetch was on August 01, 2022 22:44 (1+ y ago)

Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 291602483 series 2857650
Richard Oring & Erik Garcia, Richard Oring, and Erik Garcia에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Richard Oring & Erik Garcia, Richard Oring, and Erik Garcia 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

For many financial advisors, tax planning can be intimidating. But we need to be conversant and competent to discuss taxes as taxes since they are intertwined with pretty much everything we're doing for our clients.
Listen in as Rich discusses his tax background and Kevin Lozer, co-founder of Holitiplan, discuss how his software can make you look like a tax rockstar. Learn how to uncover planning opportunities by simply uploading form 1040. It's the easy button for financial planners when it comes to discussing taxes.
Holistiplan was created and designed by two CFP® professionals. As firm owners, they were constantly looking for ways to efficiently and consistently provide financial planning service to clients. They designed Holistiplan to accomplish what has historically been two competing goals in our profession: Make the financial planning process faster for us, while creating more value for every client.
Resources mentioned:
https://www.holistiplan.com/
https://www.ncfg.com/

  continue reading

8 에피소드

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