Advisor Flipbooks

1 Expanded SEI Tax observation service through Holistiplan. We're pleased to announce that we have expanded our tax observation service through Holistiplan. Using advanced optical character recognition (OCR) technology, Holistiplan can read a tax return and create a tax report—complete with relevant observations—in as little as five minutes. We reduced minimums and turnaround times for you. Reduced minimum for tax observation service Previous minimum New minimum* $1M for non-select advisors $500k *Please note that the reduced minimum: - Applies to both Holistiplan and Premium+ service, which is our historical offering - Requires two business days for Holistiplan output and 7 days for Premium+ - Reflects no change for Select advisors, who have no minimums Holistiplan and Premium+ Holistiplan makes tax related observations and covers some peripheral areas that the Premium service does not specifically address, like Medicare Premium levels and other non-investment related observations. The premium service will quantify potential tax savings ideas, which Holisitplan does not do. To learn more, contact your SEI representative and see the sample Holistiplan tax report below. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. For Financial Intermediary Use Only. Not for Public Distribution. Holistiplan is not affiliated with SEI or its subsidiaries.

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