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Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
Roger Pine is the co-founder of Holistiplan, a tax planning software built to systematize and automate the process of reviewing a client's tax return to find potential planning opportunities. Today he joins the show to discuss how he transitioned from working as a financial advisor to becoming a financial tech entrepreneur.
Listen in as we talk about Roger's software and the ever blurring lines between where a CPA's tax services end and an advisor's begin. You'll hear what it is like to be a financial tech entrepreneur, as well as advice for financial advisors who see an opportunity to develop a tech solution.
For show notes and more visit: https://www.kitces.com/145
Published on 6 years, 2 months ago