For financial advisors and certified public accountants, a client’s prior year’s tax return is more than…
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TSP in-plan Roth conversions: Are they right for you?
The Thrift Savings Plan (TSP) has long served as a cornerstone of retirement savings for federal…
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Altruist Adds AI Tax Planning to Hazel Platform
Altruist has launched artificial intelligence-powered tax planning within Hazel, its AI platform, enabling advisors to create…
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Altruist expands Hazel AI with tax planning capabilities
Altruist CEO and founder Jason Wenk. New features promise faster analysis of client returns and documents,…
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House budget plan prioritizes property tax relief over income tax rebates
Georgia House lawmakers have replaced the governor’s proposed income tax rebate with a one-time tax break…
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Governor awaits second GOP tax cut plan
Key Points Arizona officials are negotiating new tax regulations The governor, having vetoed one GOP tax…
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