This WealthTech Today article by Craig Iskowitz, featuring trends from the 2025 T3 Technology Conference, highlights the insightful presentation from Kevin Knull, CFP® at the conference, plus TaxStatus’ Financial Baseline Report: "This session focused on solving what Knull identified as the wealth management industry’s most fundamental challenge: obtaining accurate and complete client financial information. According to Knull, 20% of tax returns report incorrect income, making financial plans built on client-provided data inherently flawed. TaxStatus addresses this by retrieving ten years of comprehensive tax data directly from the IRS through a simple client authorization process that takes less than a minute to complete."
Click here to read the article in WealthTech Today
