tax planning

Advisor Upside

Why Jeffrey Levine Doesn’t Buy Cat Food, or the Bonus Depreciation Hype

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The chief planning officer at Focus Partners Wealth said the accelerated depreciation methods are useful, but they’re not magic.

2 min read

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Advisor Upside

April Introduces AI-Powered Tax Planning, Prep for Advisors

The tools help wealth shops deliver tax services without building a practice from scratch.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Why Altruist’s New AI Tax Tool Spooked Investors in Schwab, LPL, Raymond James

Tax planning tools have been around for years, but they’ve mostly been manual.

2 min read
Photo by Getty Images via Unsplash

Advisor Upside

Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

Widening the professional circle of influence is becoming more important as advisors look to expand their services to new areas.

2 min read

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