Holistiplan’s Innovative Tax-Planning Software is Latest Value-Add to Carson’s Tech Stack
- Tuesday, October 20, 2020, 7:10
- PR Newswire
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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…
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