We want to be sure all our users can take advantage of FP Alpha’s Estate Snapshot feature. During this webinar, Dillon Gilpatrick, Director, Customer Success, will review the process for requesting an Estate Snapshot, along with uploading your client’s documents, and what type of output to expect. We will also share a list of FAQs after the session is completed. We hope to see you there!
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Tax Snapshot
A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions
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