{"id":186044,"date":"2026-02-10T08:01:00","date_gmt":"2026-02-10T13:01:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/10\/altruist-adds-ai-tax-planning-to-hazel-platform\/"},"modified":"2026-02-10T08:10:11","modified_gmt":"2026-02-10T13:10:11","slug":"altruist-adds-ai-tax-planning-to-hazel-platform","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/10\/altruist-adds-ai-tax-planning-to-hazel-platform\/","title":{"rendered":"Altruist Adds AI Tax Planning to Hazel Platform"},"content":{"rendered":"<p><a href=\"https:\/\/www.wealthmanagement.com\/artificial-intelligence\/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors\">Altruist Adds AI Tax Planning to Hazel Platform<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthmanagement.com\/artificial-intelligence\/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors\">https:\/\/www.wealthmanagement.com\/artificial-intelligence\/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-02-10 08:01:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.wealthmanagement.com\">www.wealthmanagement.com<\/a><\/p>\n<ul>\n<li>Altruist has introduced an AI-powered tax planning feature within its Hazel platform, allowing advisors to generate personalized tax strategies by analyzing clients&#8217; financial documents like 1040s and pay stubs.<\/li>\n<li>The feature is available to all advisory firms, irrespective of custody arrangements, and marks the beginning of a series of extended planning solutions planned for the platform.<\/li>\n<li>Hazel utilizes Altruist\u2019s proprietary tax logic to process and interpret various financial documents, meeting notes, emails, and data from CRMs or custodians without requiring manual data entry.<\/li>\n<li>Hazel\u2019s new tax planning function delivers interactive scenario modeling, enabling advisors to examine the potential tax outcomes of events such as bonuses, home sales, retirement transitions, or family lifestyle changes.<\/li>\n<li>The platform emphasizes that while it provides tax analysis and insights, tax advice remains the advisor&#8217;s responsibility. <\/li>\n<li>The AI operates within secure infrastructure, adhering to zero-data-retention agreements which prevent any customer data from being used in model training or retained by the AI providers.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Altruist Adds AI Tax Planning to Hazel Platform https:\/\/www.wealthmanagement.com\/artificial-intelligence\/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors Publish Date: 2026-02-10 08:01:00 Source Domain:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":186045,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/eu-images.contentstack.com\/v3\/assets\/bltabaa95ef14172c61\/bltd271c12d2ab43254\/6859c0ca8560b86341d2ef58\/altruist-signage-2025-new.jpg?disable=upscale&width=1200&height=630&fit=crop","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-186044","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/186044"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=186044"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/186044\/revisions"}],"predecessor-version":[{"id":186046,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/186044\/revisions\/186046"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/186045"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=186044"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=186044"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=186044"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}