Drawing IFED sketch…
Mili and Holistiplan Partner to Bring Tax Planning Into AI-Powered Advisor Workflows
L to R: Holistiplan CEO and Co-founder, Roger Pine, with Mili CEO and Co-founder, Chirag Gandhi The partnership makes a client's tax picture part of the whole advisory relationship, extending tax advice from a seasonal…
CNHI News · 12 Aug 2026