Hazel AI
Tax Planning
Turn tax documents into high-impact plans
Tuesday, Feb 24th
10-11AM PT / 1-2 PM ET
Join us for a live demo of Hazel AI Tax Planning. See how Hazel turns raw tax returns and related documents into clear, actionable opportunities that make client conversations faster and more productive.
Watch a hands-on walkthrough of how advisors can use Hazel to:
- Run deep, conversational tax analysis while reducing time spent on initial document review through AI-assisted insights
- Automatically surface planning opportunities that typically take hours to find
- Edit assumptions and model scenarios to illustrate options, compare outcomes, and clarify tradeoffs
- Help produce polished, client-ready reports that explain the reasoning behind each strategy
If you want to spend less time digging through paperwork and more time delivering high-value advice, this session is for you.
Watch the replay
Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn’t a guarantee of results.
Altruist Corp (“Altruist”) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more. By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
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Speakers
Erik Tena
Product Operations Specialist
Fernando San Martin Jorquera
Senior Product Manager
Hazel is an artificial intelligence tool offered through Altruist. Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel’s capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions. Altruist does not guarantee the accuracy or completeness of Hazel’s outputs. Results may vary.