How to complete more tax plans and check more opportunities
Thursday, October 22nd 2026
10-10:45AM PT / 1-1:45PM ET
At year-end, many firms are stretched thin by existing client work. With data entry often taking longer than the planning itself, there’s little time left to explore additional tax strategies or pursue new client opportunities.
Join us to see how Hazel’s Tax Planning Agent drafts plans in minutes, surfaces opportunities, and flags potential issues for review, giving your firm more capacity to serve clients and grow.
Using Hazel, Sam Flaten of LEVR Planning spent 42% less time per plan and completed 45% more plans than he did with traditional tax software. We’ll show you how to put the same approach to work before year-end.
Can't make it live? Register, and we'll send you the recording.
Hazel is an artificial intelligence tool offered through Altruist Corp (Altruist). Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Advisors are responsible for all advice to clients and must review all Hazel outputs before sharing with clients. Altruist does not guarantee the accuracy or completeness of Hazel's outputs.
