The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.

Come on in, sit back and relax, you’re listening to episode 137 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. Our theme for this month is startups, we went […]

The post Ep. 137: Scalable Tax Planning for Advisors with Kevin Lozer, Holistiplan appeared first on and was written by Craig Iskowitz.