Alerts

Alert System

Automated notifications for expiring tax laws and urgent actions

Expiring Soon

1

Within 6 months

Critical Alerts

0

Unread

Pending Emails

0

Not sent

Alert Actions

Generate New Alerts

Scan tax laws and recommendations to create notifications for expiring provisions and urgent actions

Send Email Notifications

Email all unread critical and warning alerts to your email

Tip: Run "Generate Alerts" regularly to stay informed. The system checks for tax laws expiring within 6 months and identifies urgent recommendations. Email notifications are only sent for critical and warning level alerts.

Recent Alerts

Urgent Recommendation: Build Emergency Fund

warning
Emailed

Immediate action needed for Build Emergency Fund. Potential savings: $0

1/15/2026, 6:19:40 AM

Tax Law Expired: Increased Standard Deduction (TCJA)

critical
Emailed

Increased Standard Deduction (TCJA) has expired. Update client strategies and review recommendations that relied on this provision.

1/15/2026, 6:19:40 AM

Tax Law Expired: Estate and Gift Tax Exemption

critical
Emailed

Estate and Gift Tax Exemption has expired. Update client strategies and review recommendations that relied on this provision.

1/15/2026, 6:19:40 AM

Tax Law Expired: SALT Deduction Limitation

critical
Emailed

SALT Deduction Limitation has expired. Update client strategies and review recommendations that relied on this provision.

1/15/2026, 6:19:40 AM

Tax Law Expired: Qualified Business Income Deduction (QBI)

critical
Emailed

Qualified Business Income Deduction (QBI) has expired. Update client strategies and review recommendations that relied on this provision.

1/15/2026, 6:19:39 AM