Holistiplan is an easy to use, automated tool for analyzing client's Federal tax return. It provides amazing insights and it is educational for the advisor as well as the client. It identifies a number of tax breaks and clearly lays out why the client may/may not be eligible based on their complex MAGI calculations. It also calculated IRMAA for clients covered under Medicare. The Observation section is also aweome. The tool is perfect for having a clear converstaion with the client even if I am not a tax accountant. The sceanrio analysis is also veruy helpful in identifying Roth conversions, increasing charitable contributions, property sales and harvesting long-term gains and losses. Tax laws are complex and the tool has made it easy to navigate the changes. I am very happy using the tool. As an advisor, it is one of the most valuable additions to my tech toobox. Great job! Keep up the updates!!

Practical applications to deliver a personal finanical planning experience to our clients .

I enjoy the tax report, as well as the tax explainer. I work with Scenario Analysis all the time, with all of my clients. It's especially helpful with Roth conversion calculations. I like that I can save a step by giving a personal link to clients to upload their taxes directly into the software. I have connected Wealthbox to Holistiplan, which is also helpful.