In the News | TaxStatus

Media Coverage

How to sell appreciated assets without a big tax bill now and late

Tax-gain harvesting might be the most overlooked move in early retirement planning. Great to see TaxStatus featured in USA Today this morning, with our CEO Kevin Knull breaking down how retirees in lower-income years can realize long-term capital gains at a 0% federal rate.

USA Today · July 2026

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Recent stories

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TaxStatus rolls out rules-based tool to flag advice gaps

InvestmentNews June 2026

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New TaxStatus Tool Spots Planning Opportunities in Clients' IRS Records — Without AI

ThinkAdvisor June 2026

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TaxStatus introduces AI-generated planning recommendations with Advice.ai integration

InvestmentNews June 2026

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TaxStatus Launches Planning Observations, Turning Millions of Tax Records Into Actionable Planning Opportunities

Business Wire June 2026

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New Tax Rules Are Making This Charitable Giving Strategy Even More Valuable

The Daily Upside June 2026

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The Latest In Financial #AdvisorTech – June 2026

Nerd's Eye View June 2026

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

Barron's May 2026

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

Tailored Wealth May 2026

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

ThinkAdvisor May 2026

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

InvestmentNews Apr 2026

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

Digital Wealth News Apr 2026

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

Yahoo Finance Apr 2026

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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

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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