NEW YORK, Sept. 5, 2025 /PRNewswire/ — FP Alpha, the leading AI-powered advanced planning platform for financial advisors, today announced significant enhancements to its Tax Offering, designed to help advisors navigate the sweeping tax law changes introduced by the One Big Beautiful Bill Act (OBBBA). These updates, which include the launch of the Tax Wrap feature and a new Scenario Comparison Visual inside the platform’s Tax Projector, come at an ideal time due to the passage of the OBBBA and reinforce the SaaS company’s speed-to-market and as a leader in tangible solutions for advisors across the tax planning space.
Tax Wrap
The new Tax Wrap feature gives advisors and clients a professional, year-end summary of all key taxable events, ensuring that nothing falls through the cracks when tax season arrives. This helpful automation allows advisors to document key planning strategies and share with the client’s tax preparer in accordance with the OBBBA.
The Key Benefits for Advisors and their Clients include:
- Captures major events like Roth conversions, QCDs, and charitable gifts in one clear summary.
- Eliminates confusion at filing time by giving CPAs exactly what they need to file correctly.
- Reduces costly errors from missed or overlooked planning strategies.
- Saves time with proactive, organized communication between advisors, clients, and CPAs.
- Provides customizable, client-branded reports for professional delivery and peace of mind.
Scenario Comparison Visual
FP Alpha’s Tax Projector now includes a Scenario Comparison Visual, transforming tax planning into an intuitive, client-friendly experience. Advisors can compare multiple tax strategies side-by-side and show clients the tangible outcomes of decisions with clean, easy-to-digest visuals. This also makes it easy for advisors to explain this year’s OBBBA changes to clients and show next year’s modeled in as well.
Key Features:
- Dedicated Scenario Comparison tab in the Tax Projector.
- Stacked bar charts illustrating ordinary income, long-term gains, and taxes across scenarios.
- Support for Roth conversions, bracket-filling, and withdrawal strategies.
- Adjustable fields for Medicare premiums, IRA distributions, and future tax brackets.
- One-click generation of a polished, client-ready PDF for meetings and follow-ups.
“Tax planning can often feel theoretical or overwhelming to clients,” said Andrew Altfest, CFP®, Founder and CEO of FP Alpha. “Our new Scenario Comparison visual bridges that gap, enabling advisors to clearly communicate the real-world impact of tax strategies, particularly as we navigate the OBBBA. This enhancement helps advisors turn tax planning into a differentiator for their practice.”
With the OBBBA introducing dozens of mid-year changes to deductions, credits, and phaseouts, advisors are under pressure to deliver accurate, up-to-date tax projections.
Clients will expect clarity on widely publicized provisions, from car loan interest deductions to new senior tax breaks, and outdated software could expose advisors to missed opportunities or inaccurate strategies. At more than 350 pages long, OBBBA is highly complex—making clear, visual summaries essential for both client understanding and confidence.
“Advisors can’t afford to rely on outdated tools in a year like this,” said Altfest. “OBBBA requires precision, and our enhanced tax tools give advisors the ability to cut through the complexity, communicate with confidence, and ensure their clients make the right financial decisions.”
Unbundled and Accessible
The Tax Wrap and the Scenario Comparison Visualizer are part of FP Alpha’s standalone tax planning suite, available as a standalone solution for firms that want to integrate advanced tax planning into their practices—without committing to the full FP Alpha platform. This flexibility ensures that advisors of all sizes can deliver modern, AI-powered tax planning in a year of unprecedented tax change.
“We’ve been talking about AI in planning for years, but what matters is execution. FP Alpha isn’t talking about the future—it’s in the market today, delivering real results for advisors,” said Joel Bruckenstein, wealthtech consultant and Founder of T3 (Technology Tools for Today). FP Alpha is already delivering what others are just promising”, he continued.
About FP Alpha
Founded by financial planner and industry leader Andrew Altfest, CFP®, FP Alpha is an AI-driven tax, estate, and insurance planning solution that helps advisors identify actionable recommendations for clients in a scalable, intelligent, and cost-efficient manner. FP Alpha integrates seamlessly into the financial planning process, picking up where traditional financial planning software stops. By leveraging AI and subject matter experts across 16 financial planning disciplines, FP Alpha enables advisors to uncover new planning opportunities and deliver more holistic advice.
For more information, please visit: www.fpalpha.com
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SOURCE FP Alpha
