In the News

AI-Driven Financial Planning is a Minefield

At Future Proof, wealth management industry weighs realities of the AI revolution

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

TaxStatus rolls out rules-based tool to flag advice gaps

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

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

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

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

The Latest In Financial #AdvisorTech – June 2026

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

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

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

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

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

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

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

TaxStatus Expands on Integration with Advice.ai

TaxStatus introduces new tax history report

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

Hightower Adopts New AI-Powered Tax Planning Tool

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

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

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

Tax Planning Tipping Point: TaxStatus-Jump Integration

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

TaxStatus has introduced a new Tax Return History report

TaxStatus Adds Two Productivity Tools

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

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

Ten to Watch in 2026: Kevin Knull

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

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

Ric Edelman, Eric Clarke Join Board of Tax Data Platform

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