Behind the Curtain Finance

Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

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What if taxes didn’t have to be so stressful?

This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance. 

From Holistiplan to ChatGPT, this episode uncovers how integrated planning is the future of financial services.

Thomas discusses:

  • How Holistiplan software enables year-round conversations that reduce tax-time stress
  • Why he requires three years of tax returns from every new client
  • How AI and automation could reshape both IRS operations and client planning workflows
  • The dramatic shift in education around AI tools, including his graduate school experience
  • The vision of a fully integrated planning platform at the custodial level
  • And more!

    • Connect with Thomas Manetta: 

    • (415) 640-2121
    • LinkedIn: Thomas Manetta
    • Manetta Wealth 
    • [email protected] 
      • ...more
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      Behind the Curtain FinanceBy Thomas Manetta