Tag: Technology

Tax Planning in Retirement Made Easy (Ep. 28)

Tax Planning in Retirement Made Easy (Ep. 28)

Taxes are on everyone’s mind these days. One of Biltmore Financial’s three core pillars is tax planning and management, and we have a secret to share about it.

In this episode, John shares the details about the one-of-a-kind tax planning and tax management software Biltmore Financial uses to serve their clients. He explains how this technology is helping their clients potentially save money in tax dollars.

John discusses:

  • What this tax planning software is, what it does, and how it’s used to benefit clients
  • How the tax planning tool has helped build trust with clients
  • The type of technology this software uses to ensure the accuracy of data 
  • What safety measures are in place to protect clients’ confidential information
  • And more!

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