Educator and consultant. Not a salesperson.
Our role is to surface options and explain them clearly: the projected savings, the costs, the cash-flow timing and the risks. We do not recommend a specific strategy.
Selection rests with you and your tax advisor, based on your own facts and circumstances. We do the research, diligence and modeling so that decision is an informed one.
Diagnostic
You complete a secure intake and upload your last three years of returns. We review entity structure, income character, carryforwards and timing.
Planning
We build a side-by-side model of the strategies that may fit: estimated tax impact, out-of-pocket cost, cash-flow timing, holding periods and risk considerations.
Implementation
When you and your CPA choose a path, we coordinate the specialists, documents and deadlines through completion.
Engagement & fees
Planning is a flat, engagement-based fee quoted after the diagnostic. If you prefer, the fee may be paid in two installments: 50% to begin and 50% before implementation. Questions? Send us a note.