Join Dillon Gilpatrick, Director, Customer Success at FP Alpha, to review a sample case focusing on the Tax Planning module. We’ll review the process of completing the questionnaire, go over the components of the Tax Snapshot, discuss Planning Opportunities and review the resources available to help you model certain tax planning scenarios. This is a great opportunity to provide your client’s with a tax summary and advice.
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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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