OasisLMS

Date: February 2025

In Episode #26 of NAPFA Nation, host Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, about the critical role of IRS data in financial planning. They explore how real-time access to tax information can help advisors deliver more accurate, proactive, and scalable advice.

Knull discusses how advisors can uncover hidden opportunities, prevent costly tax mistakes, and enhance client outcomes by leveraging complete tax records. He shares real-world examples, including a client who unknowingly missed out on significant tax savings and how advisors can differentiate themselves in an increasingly competitive landscape. The conversation also touches on the growing threat of tax-related identity theft, why fraud prevention is more urgent than ever, and how real-time monitoring of IRS data can protect clients from financial harm.
In a nutshell:

-    The power of complete IRS data in tax planning
-    Avoiding costly tax mistakes and identifying savings opportunities
-    Tax-related identity theft: risks and proactive defense strategies
-    How real-time tax data enhances financial planning and compliance
-    The organic growth advantage for fiduciary advisors
-    Leveraging technology to scale advice and improve client relationships

Kevin Knull, CFP®
Kevin Knull, CFP®, has dedicated three decades to the financial services and financial technology sectors. His leadership through executive roles at MoneyGuidePro, YCharts, Symetra Investment Management, Symetra Services, Inc, Hartford Financial Services, and CEO/President for four registered investment advisory firms has repeatedly resulted in outsized growth. Perhaps most notably, he led MoneyGuidePro through a period of hyper-growth that resulted in the sale to Envestnet, a landmark transaction at that time. Beyond these roles, he has lent his expertise as a consultant to numerous public and private leading financial tech and financial services firms. As the President of TaxStatus and co-founder of Integrated Wealth Platform, he continues his goal of enhancing the quality of advice in the industry.

A veteran of the U.S. Coast Guard, Kevin completed three tours, including Commanding Officer of the USCGC Point Countess, and is a proud graduate of the U.S. Coast Guard Academy. He is a CERTIFIED FINANCIAL PLANNER™ certificant, and is the co-author of “Exploring Advice: What You Need to Know About Good Financial Advice”, a comprehensive guide that empowers financial advisors with strategies for success while helping consumers evaluate the quality of the advice they receive.

Learn more at www.TaxStatus.com