BROADCASTS.com

b'In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advisors.\\xa0\\xa0In today\\u2019s episode, we\\u2019re talking about how advisors can utilize technology to help with tax planning, something that\\u2019s historically been a very manual process. Kevin shares how creating software to help with tax planning for his own clients then turned into a standalone business. He walks us through the process of using the software and how it not only saves the advisor time but also helps find potential planning opportunities. He also explains how advisors have been utilizing the tools to help with business development.\\xa0\\xa0As we wind down, Kevin shares why the software complements instead of competes against CPA\\u2019s.\\xa0\\xa0All this and more in episode 303 with Holistiplan\\u2019s Kevin Lozer.\\xa0\\xa0\\xa0\\xa0-----\\xa0This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world\\u2019s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and\\xa0DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information:\\xa0www.bitwiseinvestments.com\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'