Holistiplan

Mili, an AI platform for wealth management firms, and Holistiplan, tax planning software used across more than 10,000 advisory firms, today announced a partnership that puts a client

Editor's note: This article is the companion piece to Debra Taylor's presentation "You Can Do This! 6 Easy Steps to Get Started." It is written for financial professional use only and is intended to help advisors put a working tax planning process in plac

How Advisors, CPAs, and Tax Planners Can Create More Value After Tax Season For many financial advisors, CPAs, and tax planners, the end of tax season often creates a familiar challenge: what comes next? After all, a tax return is inherently backward-look

High-net-worth clients tend to think their biggest financial issue is market volatility. But that's not necessarily the case. Their bigger concern increasingly is the accumulation of future tax liabilities hidden inside oversized portfolios and retirement

College Station, TX - May 13, 2026 - Holistiplan, a leading provider of tax planning technology for financial advisors, today announced the members of its 2026 Enterprise Customer Advisory Board, a select group of partners representing some of the largest

MARCH 26, 2026 - Holistiplan, the leading financial planning software platform used by tens of thousands of advisors nationwide, today announced the appointment of Stephen Langlois to its Board of Directors. Langlois brings decades of leadership experienc

COLLEGE STATION, TX / ACCESS Newswire / March 17, 2026 / Holistiplan, the leading tax planning platform for financial advisors and tax professionals, reported record adoption and usage growth in 2025 as firms accelerated the shift to proactive, year-round

COLLEGE STATION, Texas, March 3, 2026 (Newswire.com) - Holistiplan, the leading tax planning software for financial advisors, today announced a new integration with Jump, the leading AI-powered operating system for financial advisors and other financial s

The award, announced at a gala in New York City, acknowledges the platform's role in helping financial advisors identify coverage gaps and integrate risk management into comprehensive financial planning. "Advisors care so much about their clients, but unt