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At the Helm is our weekly Monday note: one real advisor workflow, walked through start to finish. Around it live the sample interactions you can download and reuse, and news on what we are shipping. Drill into any of them below.
A new client, a stack of operating agreements, and $46,786 back from a tax year that had already ended: a cash balance plan design with a September 15 window.
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A 40-year-old eye surgeon, brand new to the firm, whose operating agreements were hiding a retroactive cash balance window: $46,786 of tax back on a closed year, a two-year design worth $91,064, and a CPA-verified timeline to a September 15 deadline.
Drive with search and Ask Helmsted, memory enhancements, per-user audit logs, an account management portal, a richer client portal, and a new workspace UX.
A newly retired couple, a subsidy cliff, legislation still moving, and a new HSA window: the gap years to Medicare on a single report.
A newly retired couple in their early sixties, three years from Medicare, navigating a subsidy cliff, moving legislation, a new HSA window, and a spending rule they agreed to in advance.
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One real advisor workflow every Monday, walked through start to finish, with the sample interaction to go with it. No noise, unsubscribe anytime.