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FP Alpha
January 14, 2025
FP Alpha is releasing its FP Alpha Tax service as a standalone offering aimed at providing advisors with a scalable planning solution suitable for their entire client base.
The unbundled approach aligns with FP Alpha’s broader strategy to support advisors in more ways, especially in tax and estate planning.
Read more on ThinkAdvisor…
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
