Can AI help investment management and tax planning finally work together?
It's a question that may become much more relevant over the next few years. Shannon Rosic and Anna Joo Fee explore how AI may eventually bring investment management and tax planning much closer together. Historically, those have been separate conversations. Different specialists. Different software. Different recommendations. Anna explains that AI has the potential to understand an investor's goals, portfolio, risk profile, and tax considerations at the same time. If you're thinking about how AI could change investment planning over the next decade, the full conversation explores where these ideas may be heading. Play now! #WealthStack #ArtificialIntelligence #TaxPlanning #PrivateMarkets #WealthManagement
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