Join Dillon Gilpatrick, Director, Customer Success at FP Alpha, as we walk through several key features of our tax planning tools. During this webinar, we will cover a sample client file while we discuss the new functionality found in the New Tax Projector and New Roth Conversion Simulator!
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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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