Inside the Engine: A Technical Deep Dive into Wealth.com Tax Planning

Upcoming Webinar

February 12 at 8 a.m. PT | 11 a.m. ET 

The silo between tax and estate planning is officially broken. Now, see how it works.

Following our major product announcement, we’re pulling back the curtain for a “behind-the-scenes” technical demo. Join members of the Wealth.com Tax Planning team as they demonstrate how we’ve unified tax intelligence with estate execution.

This is a live, product-first session designed for advisors who want to see the technology in action.

We will demonstrate:

• Instant Ingestion: See our engine extract data from a 1040 and natural language inputs in seconds.
• Side-by-Side Modeling: A live build of the “Relocation Test” (e.g., NY vs. FL) showing instant estate and tax deltas.
• The Roth Ripple Effect: How we quantify the long-term compounding impact of tax strategies on a beneficiary’s inheritance.
• Live Q&A: Direct access to the builders behind the new technology.

Save your place today.