Software

As a member of Savvy Tax Planning, you are eligible for a discount on Holistiplan software!

HOLISTIPLAN allows advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. Holistiplan brings tax planning to every advisor, so they can bring it to every client. The future of tax planning is here.

Become a member today

Learn More Schedule a Demo

SPECIAL OFFER FOR MEMBERS

As a member, you are eligible for a discount on Holistiplan!

  • Savvy Tax Planning Members: 10%
  • Master Members: 25%*

    *Largest available in the market and exclusive to Master Members.

Want to learn more about becoming a Master Member?
Click here to learn about the big advantages and savings!

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2025 Horsesmouth, LLC. All Rights Reserved.