Month: March 2023

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Optimizing Tax Planning with Holistiplan: Insights for Financial Advisors with Roger Pine (Ep. 11)

Optimizing Tax Planning with Holistiplan: Insights for Financial Advisors with Roger Pine (Ep. 11)

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Get ready for an insightful podcast episode that delves into the world of financial advising and the crucial role of tax planning. 

You’ll discover how a software company is revolutionizing how advisors offer financial planning to their clients and hear from our special guest Roger Pine, CFA, CFP®, and Co-Founder of Holistiplan as he shares his journey from a former financial advisor turned entrepreneur. 

In this episode, Roger shares his experience creating tools to help financial advisors optimize tax planning for their clients. 

Listeners will learn that tax planning is integral to financial planning and that financial advisors must include it in their client discussions. 

Roger discusses:

  • What is Holistiplan and how it works
  • The importance of understanding different types of taxes and brackets
  • The need for advisors to guide their clients through opportunities to save on taxes
  • The critical decisions that clients face during the retirement transition phase, 
  • The value of using a software tool like Holistiplan to facilitate tax planning discussions
  • And more

Resources:

 Connect with Brett Ramsey:

Connect with Roger: 

About Roger: 

At Holistiplan, Roger combines his experience as a financial planner with his love for technology and software development. He believes in giving more people access to comprehensive financial planning, so he is committed to creating tools that make planning more efficient. 

Roger worked for 10 years as a financial advisor at Briaud Financial Advisors. He was an active volunteer in the National Association of Personal Financial Advisors (NAPFA) and served on their board. 

 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Navigating Tax Preparation and Planning with Tax Expert Mark Crooks (Ep. 10)

Navigating Tax Preparation and Planning with Tax Expert Mark Crooks (Ep. 10)

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Are you tired of feeling overwhelmed and confused when it comes to filing your taxes? Don’t worry, you’re not alone. But what if you could have access to expert advice that simplifies the tax process and maximizes your returns?

Join us on this episode as we chat with tax guru Mark Crooks, who demystifies the complex world of tax preparation and planning. Mark dispels common myths about taxes and provides valuable insights on how to effectively plan for tax season, regardless of your income sources or tax deductions. Don’t miss this opportunity to optimize your financial strategy and take control of your taxes. Tune in now!

In this episode:

  • Discover the truth about long form vs. short form, and other common tax myths that are hurting your wallet
  • Learn about the different tax rules that apply to various types of income, such as salaries and wages, investment income, retirement income, social security, business rental property, royalties, and more
  • Understand how to create a comprehensive tax planning strategy that minimizes your tax liability and maximizes your returns
  • We’ll also show you how to level out your taxes to avoid sudden spikes during retirement
  • Don’t miss out on these game-changing tips and more – tune in now!

 Connect with Brett Ramsey:

Connect with Mark: 

About Our Guest:

Mark Crooks is a tax expert who has spent over two decades helping individuals, small businesses, and trusts navigate the complexities of tax preparation and planning. Mark’s journey to becoming a tax preparer began when he studied tax, accounting, and finance in college. After starting his own sales business and doing his taxes, Mark discovered the “tricks of the trade” regarding tax preparation. He eventually transitioned into the tax business full-time and has since become an expert at helping his clients get organized and approach tax season more calmly and structured way. Mark aims to dispel common misconceptions about taxes and help his clients plan and prepare for tax season, no matter their income sources or tax deductions.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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