HIVE TAX AI
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.
What is the federal individual tax filing deadline in 2026?
For most individual taxpayers (calendar-year filers filing Form 1040 for tax year 2025), the federal filing and payment deadline in 2026 is April 15, 2026. 1
When did the 2026 federal tax season officially open?
The IRS officially opened the 2026 federal tax filing season on Monday, January 26, 2026 (the date the IRS began accepting and processing 2025 individual income tax returns). 1
Dynamic Tax Planning Is Becoming the New Standard in Wealth Management (and Why 2026 Will Be the Tipping Point)
Tax planning is no longer a “nice-to-have” add-on for financial advisors (FAs) and wealth management firms—it’s rapidly becoming one of the most defensible, client-visible sources of value across nearly every client segment
Case Study: How a Financial Professional Uses Hive Tax Planning to Improve Investment-Income Tax Efficiency for a HNW Client
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.
Why Small Business Owners Need a Specialized AI Tax Tool for the 2026 Tax Season
The 2026 tax season brings new opportunities and fresh challenges for small business owners across the United States. With ongoing tax code complexity, evolving deductions and credits, and heightened scrutiny on compliance
Case Study: From Discovery Call to Structured Tax Planning Opportunities
Case Study: From Discovery Call to Structured Tax Planning Opportunities, Using Hive Tax Planning to Accelerate Advisor Conversions
Tax Delays & the 2026 Filing Season: Will a Government Shutdown Affect Your Tax Return?
As we dive into the 2026 tax season, many Americans are asking a big question: Will government shutdowns and IRS staffing challenges cause tax delays and affect tax returns?
Why “No Tax on Tips” and “No Tax on Overtime” Are Not What They Sound Like in 2026
Millions of U.S. taxpayers have heard campaign taglines about “no tax on tips” and “no tax on overtime” — but the reality for the 2026 tax season is far more nuanced.
How CFP® Professionals Use AI Tax Planning Tools to Optimize Roth Conversions and RMDs for Retirees
For CFP® professionals, retirement planning is no longer just about asset allocation and withdrawal rates. In 2026 and beyond, tax strategy is the differentiator
What documentation should I keep in 2025 to substantiate childcare or dependent-care expenses on my 2026 return?​
Keep the care provider’s name, address, and taxpayer identification number (SSN/ITIN/EIN or “Tax-exempt,” as applicable); you can collect this using Form W-10 or other acceptable documentation listed in the W-10 instructions