Roger Pine
5 Podcast Episodes
Leveling Up Tax Planning Through Software with Roger Pine, Ep. 100
Leveling Up Tax Planning Through Software with Roger Pine, Ep. 100
Many advisors ask for advice on how to navigate tax returns and more effectively help clients with their tax planning se... Read more
22 Aug 2022
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35mins
Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors
Roger Pine of Holistiplan on Speeding Up the Tax Planning Process for Financial Advisors
Tax planning can be a very labor intensive process for financial advisors who offer it to their clients. Roger Pine disc... Read more
24 Sep 2020
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40mins
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TTC Diva Dads Episode 3: Roger Pine
TTC Diva Dads Episode 3: Roger Pine
TTCDivaDads Episode 3. The TTC Diva Dads have a great show for Episode 3! We have a very special guest Roger Pine as wel... Read more
3 Jul 2020
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1hr 4mins
Ep #229: XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine
Ep #229: XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine
Today we have the founder of Holistiplan—and winner of this year’s XYPNLIVE FinTech competition—Roger Pine on the show! ... Read more
13 Nov 2019
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1hr 7mins
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Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate It with Roger Pine
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 re... Read more
8 Oct 2019
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1hr 47mins
