Turning Complexity into Opportunities: Inside Holistiplan's Tax Planning Program with Torie Happe

Episode 114: This week, Kyle Van Pelt talks with Torie Happe, Head of Partnerships at Holistiplan. Torie began her career at LPL Financial, where she managed new accounts, led RIA conversions, and developed new operational procedures. In 2016, Torie transitioned into fintech at Riskalyze. She later held leadership roles at FIX Flyer and Onramp Invest before joining Holistiplan in 2022 as Head of Partnerships.

Kyle and Torie discuss how Holistiplan enables advisors to turn complex tax returns into clear, actionable plans. Torie also discusses the difference between tax planning and tax advice, how firms can bridge that gap, and where Holistiplan seamlessly integrates into an advisor's tech stack. Torie also talks about Holistiplan's academic program, which provides hundreds of students with free access to the firm's award-winning software and a certification course to enrich their curriculum and credentials.

In this episode:

(00:00) - Intro

(02:18) - Torie's money moment

(06:16) - How Holistiplan has gone viral in the fintech space

(08:04) - Making taxes simple and meaningful for clients

(10:03) - The difference between tax planning and tax advice