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TallyFor

From Book to Tax and a Bridge to Wealth Management

AFO|Wealth Management Forward2022-06-25T06:07:05+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

TallyFor

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Tallyfor

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Arrowroot Family Office

FROM BOOK TO TAX AND A BRIDGE TO WEALTH MANAGEMENT

ory is joined by Arrowroot Family Office Partner Mark McCarron and the Co-Founder and CEO of Tallyfor, Peter Wen. In this episode, Peter talks about the evolution of Cloud computing and how recent innovations in tax technology are finally starting to take hold. Find out how Tallyfor is cutting down the time it takes professionals to go from book to tax and how Peter converts data to streamline the tax planning process. Peter talks about the evolution of Web 1.0 and hyperlinks to Web 2.0 and API’s to now Web 3.0, an environment that he says creates “Trust Everywhere.” What is Tax Tech? In the world of excel, is one person’s security blanket a firm’s albatross? Are we all going to be jobless and waited on by Robots? Find out the answers to these questions and more in this latest episode.

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Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.

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