AFO|Wealth Management Forward From Book to Tax and a Bridge to Wealth Management
Rory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In this episode, Peter talks about the evolution of Cloud computing and how recent innovations in tax technology are finally starting to take hold. Find out how Tallyfor is cutting down the time it takes professionals to go from book to tax and how Peter converts data to streamline the tax planning process. Peter talks about the evolution of Web 1.0 and hyperlinks to Web 2.0 and API's to now Web 3.0, an environment that he says creates "Trust Everywhere." What is Tax Tech? In the world of excel, is one person's security blanket a firm's albatross? Are we all going to be jobless and waited on by Robots? Find out the answers to these questions and more in this latest episode.
Connect on LinkedIn:
Connect with Peter Wen: https://www.linkedin.com/in/peterwen/
Connect with Rory Henry: https://www.linkedin.com/in/rory-henry-0920b7150/
Connect with Mark McCarron: https://www.linkedin.com/in/mark-mccarron-cfp%C2%AE-enrolled-agent-a1036712/
Learn more about
Tallyfor:https://tallyfor.com/
Learn more about Arrowroot Family Office: https://www.arrowrootfamilyoffice.com/