Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 145th episode, the Financial Advisor Success Podcast. My guest on today's podcast is

Roger Pine. Roger is the co-founder of Holista Plan, a new kind of

tax planning software for advisors built to systematize and automate the process of reviewing

a client's tax return to find the potential planning opportunities. What's unique about Roger,

though, is that he previously spent 10 years as a financial advisor in an independent advisory firm,

where he taught

himself computer programming on the side implementing custom technology improvements for his

own firm before deciding to shift into becoming a full-time fintech entrepreneur himself.

In this episode, we talk in depth about the holistic plan software that Roger developed,

from leveraging optical character

recognition to scan all the relevant information from an entire tax return PDF in just seconds

to converting that information into relevant tax observations about the client's tax bracket,

phased out deductions, or tax credits, and eligibility for tax preference contributions to

retirement accounts, to the forward-looking

tax planning tools that Holista Plan is now building to identify the client's true marginal

tax bracket, take into account all the phase-ins and phase-outs, to make better forward-looking

tax recommendations. We also talk about the ever-blurring lines between where CPA's tax services end and

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