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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.

Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)

The 2017 Tax Cuts and Jobs Act (TCJA) is set to sunset at the close of 2025, heralding significant changes in transfer tax exemptions, income tax rates, and potential threats to grantor trust planning. This comprehensive webinar with estate and tax expert Steven Siegel will focus on critical estate planning issues. Siegel will delve into these impending adjustments and provide attendees with essential knowledge and actionable strategies to navigate the evolving estate and tax landscape successfully.

Watch the replay of our NAPFA-hosted webinar with tax expert Steven Siegel.