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Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros
Manage episode 448940284 series 3613678
Lee Reams II from CountingWorks PRO에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lee Reams II from CountingWorks PRO 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Attention tax professionals! Are you eager to enhance your expertise in tax-loss harvesting and offer smarter, year-round strategies to your clients? In our latest episode of the Growth Minded Accountant, we had an insightful conversation with fintech expert David Lin, CEO of Linvest21, about the revolutionary impact of AI on tax strategies and how it's making tax harvesting more effective than ever.
In this episode, we dive into:
- Tax Harvesting 101: Discover why tax-loss harvesting is essential for optimizing after-tax returns.
- Continuous Harvesting for Greater Results: Learn how year-round harvesting can maximize the time value of money.
- AI in Tax Advisory: Explore how AI can automate calculations, provide real-time insights, and elevate your practice.
- Strengthening RIA Partnerships: Gain tips on collaborating with RIAs to deliver more value to your clients.
Plus, hear a detailed description of Tax Alpha in action, showcasing how this tool can seamlessly enhance your tax-harvesting strategies. For those interested in seeing Tax Alpha live, head over to our YouTube channel for a visual demonstration.
🚀 Ready to discover how tax professionals can leverage AI? Tune in to the episode now and join us in elevating the industry!
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