01
Forthcoming
A Framework for Repeatable Tax Planning
From the planning trigger through verification, analysis, recommendation, implementation, confirmation, measurement, and annual review.
Preview reading format →White Papers
Some ideas deserve more room than an article can give them.
Long-form reference papers combining technical authority, planning framework, implementation considerations, and practitioner judgment.
02
Forthcoming
Reasonable Compensation as an Annual Planning Process
Why reasonable compensation should be treated as a recurring professional determination rather than a number chosen once and carried forward indefinitely.
03
Planned
The Retirement Planning Window
Roth conversions, Social Security, RMD exposure, IRMAA, charitable intent, capital gains, and survivor-tax considerations viewed as one interconnected planning system.