Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors | #303

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 19 April 2021

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advisors. In today’s episode, we’re talking about how advisors can utilize technology to help with tax planning, something that’s historically been a very manual process. Kevin shares how creating software to help with tax planning for his own clients then turned into a standalone business. He walks us through the process of using the software and how it not only saves the advisor time but also helps find potential planning opportunities. He also explains how advisors have been utilizing the tools to help with business development. As we wind down, Kevin shares why the software complements instead of competes against CPA’s. All this and more in episode 303 with Holistiplan’s Kevin Lozer. ----- This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: www.bitwiseinvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	What's up everybody? Fun show for you today. Our guest is the co-founder of
0:43.3	holista plan a tax planning software for financial advisors and today's show we're
0:48.0	talking about how advisors can utilize technology to help with tax planning
0:51.5	something historically has been a very manual process.
0:55.0	Our guest shares how creating software to help with tax planning for his own clients then turned
0:58.7	into a standalone business.
1:00.7	He walks us through the process of using the software, how it not only saves the advisor time, but also helps find potential planning opportunities.
1:07.0	He also explains how advisors have been utilizing the tools to help with business development.
1:11.0	As we wind down, our guest shares why the software is
1:14.4	compliments instead of competes against CPA's. American Farmland is disappearing at an
1:20.5	alarming rate. According to the USDA, the US has lost four acres of farmland per minute since 2000.
1:27.2	That's a landmass larger than the state of Florida,
1:29.6	lost a real estate development and soil burnout.
	...

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