The Two Sides of Tax Strategy

Torie Happe, Head of Partnerships at Holistiplan, draws a powerful distinction between two key aspects of tax work:

• Tax planning is about exploring “What if?” scenarios.

• Tax advice focuses on “What now?” — executing decisions based on a chosen path.
  
  

Advisors who blur this line risk more than inefficiency — they risk client trust and potential compliance missteps. By clearly separating these functions, firms create more intentional, ethical, and scalable advisory models.

Strategy Before Execution

True strategic value comes from pausing before you prescribe.
When firms prioritize the planning layer before execution, they create space to test ideas, model potential outcomes, and align around the client’s goals.

This thoughtful approach builds deeper trust — clients feel heard, not rushed — and it leads to smarter, more confident recommendations.

Bridge the Gap with Clarity

Holistiplan helps advisors bridge the gap between planning and advice by turning complex tax data into clear, visual insights.

With just a few clicks, advisors can visualize “what if” scenarios in real time — whether that’s assessing the impact of Roth conversions, capital gains timing, or multi-entity structures. The result?

• Better collaboration between advisors, clients, and CPAs

• Stronger compliance alignment

• A more confident, proactive client experience
  
  

Why Simplicity Wins in Tax Planning

The true innovation behind Holistiplan isn’t the technology itself — it’s the clarity it delivers. By stripping away jargon and emphasizing simplicity, Holistiplan empowers advisors to communicate insights that resonate.

In the age of data overload, simplicity isn’t a limitation — it’s a competitive advantage.

These insights are inspired by the latest episode of Next Mile featuring Torie Happe, Head of Partnerships at Holistiplan. Hear how Holistiplan turns complex tax data into actionable clarity for advisors.

🎧 Listen to the full episode here  and explore more articles in this series.