Case Study

Tax Planning Simplified: The Process Taylor Schulte of Define
Financial Uses to Make Tax Planning Easy with Holistiplan

What’s Inside?

Taylor Schulte and his team at Define Financial in San Diego  created a process to make the most of Holistiplan, and that has made all the difference. 

Learn how Schulte leveraged Holistiplan to automate a large portion of the tax planning process and meet his clients' goals.

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