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Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros
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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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