Holistiplan Tax Journey Seminar

Reese Veltenaar and David Wolfe recently attended Holistiplan’s “Tax Planning Journey Live” in Nashville! We frequently use Holistiplan to support our clients with proactive tax strategies, including ROTH conversions and modeling future tax implications.

One exciting takeaway was learning about Holistiplan’s upcoming estate planning software, designed to summarize trust documents and illustrate estate plans for clients more clearly.

At Acumen, Holistiplan’s program allows us to go beyond basic tax projections to deliver comprehensive, value-driven tax strategies. Their platform streamlines the advisory process, helping us show clients the powerful impact of a well-structured tax plan on long-term financial growth.