Strategic Tax Planning Framework
Build your own tax gameplan
Every strategy we use starts with two questions: where do you sit today, and what's happening in your life? Explore the framework we plan with, then build a gameplan of the strategies most likely to apply to you.
The Framework
The Tax Strategy Navigator
Strategies aren't one-size-fits-all. The right set depends on who you are, where your income and net worth sit, and what's changing in your life. Browse by taxpayer type, or flip to life events.
StructureElectionTiming
HIGH
▲ Income ▼
LOW
High Income / Low Net Worth
24
DEFER & BUILD. You're at peak tax rates but haven't accumulated yet. Every dollar deferred compounds at a lower future rate.
Max Retirement DeferralsS-Corp Salary OptimizationQBI / §199A PlanningPTET Election+20 more
High Income / High Net Worth
28
SHIFT & SHIELD. Both income and assets are working against you. Use structures to manage current tax while moving value out of your estate.
Cost SegregationREPS / STR OptimizationCharitable Remainder TrustDonor Advised Fund+24 more
Low Income / Low Net Worth
10
ACCELERATE & GROW. You're in the lowest brackets of your lifetime. Fill up the cheap tax space now. Future you will thank present you.
Roth IRA (Direct)Roth ConversionCapital Gains HarvestingQSBS Exclusion Setup+6 more
Low Income / High Net Worth
14
CONVERT & HARVEST. The most valuable tax planning window most people ever get. Low income plus high assets equals massive conversion and harvesting opportunity.
Roth Conversion (incl. Backdoor)Capital Gains HarvestingQualified Dividends at 0%Step-Up Basis Planning+10 more
LOW
◀ Net Worth ▶
HIGH
Interactive
Build your tax gameplan
Answer three quick questions and we'll assemble the strategies most likely to apply to you. Nothing here is advice — it's the starting point for a conversation.
Step 1
Who are you?
Select every profile that describes you — most people are more than one.
Step 2
Where do you sit today?
Pick the position that best describes your current income and net worth.
Step 3
What's happening in your life?
Optional — select any events on your horizon in the next year or two.
Make a selection above and your personalized gameplan will build here.
Ready to find out what you're missing?
Complete our intake form to share more about your business and tax situation. We'll review it and reach out to see if we're a good fit.
Read The Latest
Stay informed with our latest articles, tips, and strategies to help your business thrive.
