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roger-pine-holistiplan-presenting.jpg Photo by Samuel Steinberger
Holistiplan co-founder Roger Pine

Holistiplan Adds Tax Strategist Jeffrey Levine

The tax planning software provider added advisor and tax strategist Jeffrey Levine, who continues to hold roles at and Horsesmouth, to its team.

Advisor-focused tax planning software developer Holistiplan added Jeffrey Levine, a well-known tax strategist and financial advisor, to the firm. It’s the latest sign of growth from the company, in what’s shaping up to be a busy year for taxes as advisors navigate the CARES Act and look ahead to a new presidential administration.

Levine’s new responsibilities will include adding more tax functionality to the software and making it more intuitive and easy to use, said Kevin Lozer, co-founder of Holistiplan. The company's total head count has grown to nine employees. Four of those employees are developers and three are advisors. 

Jeff Levine

Jeff Levine

“Jeff is one of the most respected tax planning authorities in our industry,” he said in a statement. “Just as important, Jeff is also an advisor who can articulate technical tax concepts in a digestible way.”

Levine’s move signals a vote of confidence for the advisor-founded startup, which won top honors at the 2019 XYPN Live fintech competition and saw its technology added to Carson Group’s tech offerings last month. Holistiplan is “the best answer” to many advisors’ questions about the impact of income taxes on clients’ financial plans, Levine said, adding that it was a time-saving tool for advisors. 

In addition to his new role at Holistiplan, Levine serves as director of advanced planning at Buckingham Wealth Partners, is a regular contributor to Michael Kitces’ website and runs the tax planning training program at Horsesmouth.

In an email notifying users of the addition, the firm cautioned that Levine “is not here to be a celebrity spokesman.” 

“We are already conducting deep dives into the product and adjusting our roadmap based on his feedback,” the email noted. “His research skills are already helping us move faster as we roll out new functionality.”

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