🚀 Transform Your Tax Planning with Tax Alpha AI Agent 🚀

Are you ready to elevate your tax planning game and maximize returns for your clients? Meet Tax Alpha AI Agent, the cutting-edge tax harvesting tool designed for tax and accounting professionals. CountingWorks has partnered with David Lin, a Wall St FinTech executive for 3 decades and most recently, the former global CTO of JPMorgan's Investment Platform. He is now the CEO of Linvest21, a disruptive AI Fintech startup that built the ultimate tool that combines AI with real-time data to identify tax harvesting opportunities year-round.
With Tax Alpha AI, you can:
Boost Client Returns: Studies from top universities, including MIT, show that proactive tax harvesting can increase returns by 1.1%. Imagine the long-term value this brings to your clients!
Work Smarter with AI Alerts: Our tool keeps you informed of tax harvesting opportunities, giving you actionable insights to collaborate seamlessly with RIAs.
Ensure Compliance: With built-in wash sale analysis, stay compliant while optimizing tax strategies for your clients.
This is technology that was once only accessible to the biggest firms. Now, it’s available to you. Ready to see how Tax Alpha can change your practice?
Schedule a free discovery call today and discover the difference Tax Alpha AI Agent can make in your client relationships and your practice.
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