by Lotus Li | Sep 24, 2024 | Blog
No state taxes, and favorable property tax exemptions make this sunny state a favorite for retirees. Florida, known for its sunny beaches and vibrant retirement communities, is also famous for its tax-friendly environment for retirees. What Makes Florida Unique?...
by Lotus Li | Jun 6, 2024 | Blog
The financial services industry stands at the precipice of a transformative era. Artificial intelligence (AI) presents opportunities to enhance efficiency, optimize decision-making, and personalize client experiences. However, alongside this potential comes a...
by Lotus Li | May 20, 2024 | Blog
In the realm of tax preparation and compliance, the landscape is constantly shifting. CPAs (Certified Public Accountants) navigate through a maze of ever-evolving regulations, complex codes, and intricate policies. In such a dynamic environment, staying updated is not...
by Lotus Li | Apr 29, 2024 | Blog
The accounting industry is witnessing firsthand the transformative potential of Artificial Intelligence (AI) for CPAs and tax professionals. From automating repetitive tasks to generating insightful reports, AI can empower small firms to achieve greater efficiency and...
by Lotus Li | Apr 19, 2024 | Blog
There was a recent article published in Investopedia how AI can help financial advisors. The article explores the growing impact of Artificial Intelligence (AI) in the financial services industry, specifically on financial advisors and their clients. Key Takeaways...
by Lotus Li | Mar 5, 2024 | Blog
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...
