Webinar

Tax Report 2.0 Launch

In this session, Roger will walk you through the exciting enhancements and new features designed to provide deeper insights and more value for you and your clients. We’ll cover everything from the improved ease of use and clarity of information to the newly added sections and visual aids that make tax planning more intuitive than ever.

What We’ll Cover:

  • A deep dive into new visualizations, including a tax breakdown pie chart, marginal tax brackets bar chart, and itemized deduction summaries.
  • Detailed explanations of additional sections, such as MAGI Planning Considerations, Medicare Premiums, and the Tax Efficiency of Portfolio Income.
  • Insight into usability improvements and the increased flexibility to tailor the report to different client needs.