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Software tools for getting tax planning done with Andrew Altfest

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Manage episode 377890521 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the most common questions Steven gets is "what software tools can help me get tax planning done". In this week's episode Steven is joined by the Founder and CEO of FP Alpha, Andrew Altfest, to explore that question. Andrew is the President of his own RIA so everything FP Alpha does from a software standpoint is built on real world experience serving clients. Andrew shares what led him to create a software solution, how it has evolved and some of what is coming next. The audio and if you are a visual learner you'll have the chance to see a live demonstration of the FP Alpha platform at the RTS Tax Planning Summit September 27-29.

https://bit.ly/3ZiU4FL

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 377890521 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

One of the most common questions Steven gets is "what software tools can help me get tax planning done". In this week's episode Steven is joined by the Founder and CEO of FP Alpha, Andrew Altfest, to explore that question. Andrew is the President of his own RIA so everything FP Alpha does from a software standpoint is built on real world experience serving clients. Andrew shares what led him to create a software solution, how it has evolved and some of what is coming next. The audio and if you are a visual learner you'll have the chance to see a live demonstration of the FP Alpha platform at the RTS Tax Planning Summit September 27-29.

https://bit.ly/3ZiU4FL

  continue reading

114 episodes

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