---
title: "FP Alpha adds AI agent for future tax scenario planning"
date: 2026-09-02
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6a98a2bb8ecb40f29dde5c5c7eec9abc&url=https%3a%2f%2fwww.investmentnews.com%2ftransformation%2ffp-alpha-adds-ai-agent-for-future-tax-scenario-planning%2f268052&c=7004160646066862509&mkt=en-us
description: "Advisors can prompt the AI agent to model a client's potential Roth conversions, home sales, income shifts, and state moves."
---

# FP Alpha adds AI agent for future tax scenario planning

Advisors can prompt the AI agent to model a client's potential Roth conversions, home sales, income shifts, and state moves.

*Published: 2026-09-02*