In the latest "Show Me Your Stack," I spoke with Tushar Kumar of Twin Peaks Wealth Advisors. (You may remember him from my recent story about family businesses, as he founded the firm with his identical twin brother Vishal.) He told me about the importance of integrating tax and estate planning into their tech stack, along with traditional financial planning.

Does your firm's tech stack include tax planning? Let me know — robert.burgess@arizent.com.

I hope you'll check out this article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!