Justin Boatman

In this discussion, Justin Boatman, Chief Product Officer at Nitrogen, reveals the groundbreaking AI Tax Center designed to enhance client conversations around taxes. He shares insights into how the tool generates client-friendly tax snapshots while keeping advisors informed with curated insights. The conversation explores the importance of integrating tax planning into financial conversations and the innovative ways to bridge tax returns with investment discussions. Justin also highlights plans for future features, including Roth conversion tools and operational checklists.