AI in Tax, Financial Services, BlackRock and Hollywood's Strike - Davyde Wachell
AFO|Wealth Management Forward
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Analyzing Tax Forms for Life Events
This chapter discusses how AI can analyze tax forms to identify significant life events for clients, such as a child entering the workforce, and how these events can lead to important conversations about retirement and downsizing. It emphasizes the ability to advise clients from womb to tomb, including helping them with business setup, selling businesses, and estate planning.
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