Case Studies

This mix tells me Bob is realizing meaningful gains, including a large chunk of short-term gains taxed at ordinary rates—exactly where tax-efficiency improvements can move the needle.

Case Study: From Discovery Call to Structured Tax Planning Opportunities, Using Hive Tax Planning to Accelerate Advisor Conversions

Jonathan and Lisa were proactive—under their CPA’s guidance, they previously implemented a comprehensive, multi-year tax plan specifically designed to address the sunset of the Tax Cuts and Jobs Act (TCJA)

Unlock $250K in tax savings and penalty protection with AI-driven crypto tax planning. Discover Alex Chen’s strategy with Hive Tax AI’s expert tools.

Tax Planning for Bob: A High-Earning Tech Executive in California

In an era defined by rapid technological advancements, the question looms large: will AI replace tax preparers? For CPAs and tax professionals, this query sparks both curiosity and concern. While AI-powered tools have undeniably transformed the tax landscape, their...

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...

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...