Can AI Find Tax-Saving Opportunities You Might Miss?

With Thomas Manetta, MSFAJune 12, 2026

How can AI uncover tax-saving opportunities that are hiding in plain sight?

What the clip covers

Connecting a tax return to client information and planning data
Opportunities that go unnoticed when those records sit apart
Why this is a data problem before it is a tax problem

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The Retirement Tax Trap Most 55-to-65-Year-Olds Don't See Coming

Your tax bill can rise after you stop working. How tax timing between 55 and 75 quietly decides how much of your retirement savings you actually keep.

Thomas Manetta, MSFAAugust 8, 2026

Roth Conversions in Your 50s: The Path to Never Taking an RMD

How pre-retirees aged 55-65 use Roth conversions to eliminate future RMDs, control their lifetime tax bracket, and lock in tax-free retirement income.

Thomas Manetta, MSFAAugust 22, 2026

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