Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin
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Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin
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This episode explores how AI is changing the way financial advisors approach tax planning and client service. Steven Jarvis speaks with Fernando San Martin from Altruist about Hazel, an AI-powered tax planning tool designed to help advisors uncover opportunities in tax returns. Fernando explains that the focus is not on replacing advisors or CPAs, but on enhancing their ability to deliver consistent, high-quality insights at scale. The conversation highlights how tools like Hazel can surface tax-saving opportunities, save advisors time, and improve client conversations around tax strategy. They also discuss the importance of starting with client outcomes before selecting tools and how AI can help bridge the gap between personalization and scale.
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