You are invited to join us for a special event on May 1 at 10 am Pacific. Hosted by CPAacademy.org
Lotus Li
Lotus Li is a CPA who has transformed 20 years of professional experience into building products with a mission to simplifying everyone's tax journey. She is passionate about bringing cutting-edge AI into the world of tax and finance and is deeply immersed in designing, building, and launching innovative AI-powered tax solutions.
https://www.linkedin.com/in/lotusl2005/
Case Study: AI Financial Planning Assistant Helps CPA Complete Complex Business Plan in Half the Time
How the HIVE AI Financial Planning Assistant Helped Jeffrey Orr, a CPA, Complete a Complex (Investing in Puerto Rico) Client Case within Half of the Budgeted Time Background Jeffrey Orr is a CPA based in California that specializes in providing financial...
Case Study: Human Financial Advisors vs. HIVE’s AI Financial Planning Assistant
Executive Summary This case study examines the efficiency, quality, and comprehensiveness of retirement financial plans generated for Jeff and Susan Matthews by both a human financial advisor and HIVE’s AI financial planning assistant. The findings reveal that the AI...
AI Adoption Guide for Financial Advisors
Future of Financial Planning is Here. Are You Ready? Financial planning is on the cusp of a major transformation, driven by the emergence of artificial intelligence (AI). While this exciting development holds immense potential, many financial advisors are hesitant to...
2024 AI Adoption Guide for Small CPA Firms
This eBook was created to equip small CPA firms with the knowledge and tools needed to thrive with the coming of Artificial Intelligence.
5 Ways AI is Reshaping Financial Planning: A CPA & CFP’s Guide
The financial planning industry is on the cusp of a major transformation, and at the heart of this change lies artificial intelligence (AI). As CPAs, accountants, and financial planners, we've always strived to provide personalized guidance and insightful strategies....
HIVE AI’s Financial Planning Tool is Your Junior Assistant for Streamlined Success
In the world of financial advisory services, efficiency and accuracy are paramount. HIVE AI's Financial Planning Assistant emerges as a game-changer, revolutionizing the way financial professionals manage their client interactions and business operations. This...
The Rise of the Robo-Advisor: How HIVE Tax AI is Powering the Future of Financial Planning
HIVE Tax AI is offering a game-changing tool for financial professionals — a comprehensive AI-powered financial planning assistant.
AI Financial Planning: The Future of Personal Finance is Here
Advancements in artificial intelligence (AI) technology have paved the way for a new era of personal financial planning. What you need to know.
How AI is Helping Financial Planners Right Now
Wealthmanagement.com presented an article in June of 2023 where they asked three different AI tools how AI is helping financial planners right now. They asked Google's Bard, Open AI's ChatGPT, and Microsoft Bing. They presented the answers directly how each AI...