Survey icon

T3 Survey: Share Your Opinion of FP Alpha

T3 Survey: Share Your Opinion of FP Alpha! We invite you to take the T3/Inside Information Software Survey.
Please note that FP Alpha is listed under Financial Planning Software (Q8), Retirement Distribution Planning Tools (Q10), Estate Planning Tools (Q12), Tax Planning Software (Q14), and Digital Marketing Tools (Q76).
Enjoy a $5 Starbucks gift card on us when you fill out the survey. Send a screenshot of your completed survey to survey@fpalpha.com to claim your gift.

Take Survey
Roth Conversions Remain Timely Ahead Of Likely Tax Increases

Roth Conversions Remain Timely Ahead Of Likely Tax Increases FA Mag – (February 2021)

Fintech Luminaries – Meet Andrew Altfest of FP Alpha

Fintech Luminaries – Meet Andrew Altfest of FP Alpha Digital Wealth News – (February 2021)

Next-Gen Redefines Retirement

Next-Gen Redefines Retirement FA Mag – (January 2021)

2020 Year In Review with Jason Pereira

2020 Year In Review with Jason Pereira Fintech Impact – (December 2020)

Biden’s ‘Magic Number’ For Tax Increases Should Drive Strategy Now

Biden’s ‘Magic Number’ For Tax Increases Should Drive Strategy Now FA Mag – (December 2020)

Tax strategies for charitable giving in 2020

Tax strategies for charitable giving in 2020 Video – Investment News – (December 2020) Bill Vasil, a tax partner at CPA firm ARM, talks about tax strategies related to charitable donations this year, including a couple of changes that were part of the CARES Act.