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

Behind the Curtain Finance
05/08/2025 15 min
Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

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

Descargar episodio Ver en sitio original

Episode Synopsis

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 …

More episodes of the podcast Behind the Curtain Finance

How FINNY Is Powering the Future of Organic Growth for Advisors with Eden Ovadia (Ep. 13) 30/10/2025
Scaling Smarter: Technology, Clients, and Legacy (Ep. 12) 14/10/2025
Building the Future of Advice with Jason Wenk (Ep. 11) 23/09/2025
The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10) 02/09/2025
Why Estate Planning Can’t Wait (Ep. 9) 19/08/2025
Building Trust First: The Real Foundation of Financial Planning (Ep. 7) 22/07/2025
Authenticity Over Automation (Ep. 6) 08/07/2025
From Tragedy to Triumph: A Personal Tale of Financial Empowerment (Ep. 5) 01/07/2025
Behind the Curtain: How Authentic Financial Advice Changes Lives (Ep. 4) 24/06/2025
The Emotional Impact of Financial Decisions: A True Story (Ep. 3) 17/06/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA