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Introduction to FP Alpha’s New Deliverable: The Tax Snapshot

Andrew Altfest, Luis Quiroz and Josh Grossberg introduce FP Alpha’s Tas Snapshot tool:

  1. The process is simple:
  2. Upload your client’s tax return
  3. Generate an in-depth, visual overview of your prospects and clients tax returns
  4. Obtain hyper-personalized recommendations to reduce client taxes
  5. Deliver an elegant customized client report

Please join us to learn how to deliver tax alpha with prospects’ and clients’ alike in this exciting and much anticipated release!

View the webinar here.