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Tax Planning with AI

Using AI to Identify Tax Opportunities in Your Financial Plan

Using AI to Identify Tax Opportunities in Your Financial Plan

The days of personalized tax services are nearly gone. These days all you see are self-service online websites or tax prep services that look to prepare and finalize as many tax returns as possible in the shortest amount of time. This leaves so much room for opportunity on the table. As a financial planner, we can analyze your financial picture to identify unique strategies and work within the tax code to mitigate the effect that taxes will have on your accounts. And with the power of Holistiplan, we can employ the use of artificial intelligence to help find those gaps in a fraction of the time. 

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Holistiplan

Holistiplan

Using advanced Optical Character Recognition (OCR) technology, Holistiplan can read a tax return and create reports instantly. This analysis can build out scenarios allowing us to immediately identify key income break points for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more. 

Step 1

Step 1

Upload your form 1040 tax return.

Step 2

Step 2

Receive a report with key metrics and planning opportunities

Step 3

Step 3

Dig deeper with scenario analysis tools

Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.
Clients should confer with their qualified legal, tax and accounting advisors as appropriate.