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20 Oct 2020

Holistiplan’s Innovative Tax-Planning Software is Latest Value-Add to Carson’s Tech Stack

Author: admintech | Filed under: Press Release

COLLEGE STATION, Texas, Oct. 20, 2020 /PRNewswire/ — Holistiplan co-founders, Roger Pine, CFA®, CFP®, and Kevin Lozer, CFP®, today announced that Carson Group will integrate Holistiplan’s award-winning comprehensive tax planning software into its tech stack. The Holistiplan subscription…

This entry was posted on Tuesday, October 20th, 2020 at 7:10 am and is filed under Press Release. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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