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Press releases, media coverage, product announcements, and leadership news from TaxStatus.

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Media Coverage

The Latest In Financial #AdvisorTech – June 2026

TaxStatus has announced a new embedded tax planning function, powered Advice.ai, which generates planning recommendations based on the client's tax data piped directly from the IRS – marking one of TaxStatus's first ventures into forward-looking planning (ironically at the same time as many similar features are rising up to compete with the longtime market leader Holistiplan)

Nerd's Eye View · June 2026

Read full feature →

Recent stories

Media

Want to Dodge a Big RMD? Here’s How to Donate to Your Favorite Charity Instead.

Barron's May 2026
Media

Why Most Financial Advice Is Built on Incomplete Data | Kevin Knull with Dan Pascone | Ep #57

Tailored Wealth May 2026
Media

Horizons 26 Conference Panel: Client Demand for Tax Planning From Advisors Keeps Growing

ThinkAdvisor May 2026
Media

AI gives reason for advisors to keep client records longer than SEC requirements

InvestmentNews Apr 2026
Media

Advisor Tech Talk (Week of 4/21/26)

Digital Wealth News Apr 2026
Product Media

TaxStatus Gives Advisors and CPAs Free Access to 12 Tax Planning Strategies for Every Client

Yahoo Finance Apr 2026
Press Release Product

TaxStatus Gives Advisors and CPAs Free Access to 12 Tax Planning Strategies for Every Client

businesswire.com Apr 2026
Partnership Media

TaxStatus Expands on Integration with Advice.ai

Wealth Management Apr 2026
Product Media

TaxStatus introduces new tax history report

InvestmentNews Mar 2026
Leadership Media

TaxStatus highlighted in Connect Money's People & Company News as a leader in tax intelligence for advisors

connectmoney.com Mar 2026
Partnership Media

Hightower Adopts New AI-Powered Tax Planning Tool

ThinkAdvisor Mar 2026
Partnership Press Release

TaxStatus and Advice.ai Partner to Deliver the Industry's Most Comprehensive AI-Powered Tax Planning Strategies Built on Verified Financials

businesswire.com Mar 2026
Media

Altruist AI Agent Launch Triggers $20B Wealth Management Stock Selloff — TaxStatus CEO Kevin Knull weighs in on what AI tax planning tools still get wrong

wealthmanagement.com Feb 2026
Partnership Media

Jump Integrates IRS-Verified Financial Data into AI Advisor Platform Through TaxStatus Partnership

crofirst.com Feb 2026
Partnership Media

Tax Planning Tipping Point: TaxStatus-Jump Integration

Datos Insights Feb 2026
Partnership Media

Jump brings IRS-verified tax data into its AI advisor platform

InvestmentNews Feb 2026
Product Media

TaxStatus has introduced a new Tax Return History report

Kitces Nerd's Eye View Feb 2026
Product Media

TaxStatus Adds Two Productivity Tools

ThinkAdvisor Jan 2026
Product Press Release

TaxStatus Launches Two New Tools to Help Advisors and Tax Professionals Streamline Tax Preparation

BusinessWire Jan 2026
Media

Where's the rest? Why your year-end bonus or gift may have shrunk

USA Today Dec 2025
Leadership Media

Ten to Watch in 2026: Kevin Knull

WealthManagement.com Dec 2025
Media

No one wants to think about taxes at year-end. Here's why you should.

USA Today Nov 2025
Partnership Media

TaxStatus and VenturEd introduce Easy Apply to cut private school financial aid application time

edtechinnovationhub.com Nov 2025
Leadership Media

Ric Edelman, Eric Clarke Join Board of Tax Data Platform

wealthmanagement.com Aug 2025
Press Release Product

Tax Status, Inc. Launches Revolutionary TaxStatus LeadGen™ Platform, Transforming Financial Services Lead Generation with IRS-Verified Data

BusinessWire Jul 2025

Media Inquiries

Natalie Boyajan

Natalie@magnitude-growth.com