Advisory services and compliance software that help banks document account-closure decisions and help wealth managers guide rich clients through state tax-policy changes.
Regulatory-Policy Advisory for Banking and Wealth Tax Risk
With the OCC publicly blasting instances of de-banking by JPMorgan and others and Newsom pushing a measure to make future wealth taxes harder to pass, banks and wealth managers face immediate pressure to document account-closure choices and map state tax risks — opening demand for advisory and compliance tools that create clear, auditable records.
Projected Score
as a side gig ☆☆☆☆☆ (0/5)
no money or audience ★☆☆☆☆ (1/5)
with both ★★★☆☆ (3/5)
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The news behind it
- Oct 15, 2026 Banking Dive: OCC blasts debanking instances by JPMorgan, others in report
- Oct 15, 2026 CPA Practice Advisor: Newsom Backs Measure to Make Future Wealth Taxes More Difficult
