Where do you sit today — and what’s happening in your life?
Taxpayer Type
Showing all strategies across every taxpayer type. Select a type above to filter.
Structure
Election
Timing
HIGH
▲ INCOME ▼
LOW
High Income / Low Net Worth
15
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+11 more
High Income / High Net Worth
21
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+17 more
Low Income / Low Net Worth
8
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+4 more
Low Income / High Net Worth
9
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+5 more
LOW
◀ NET WORTH ▶
HIGH
Next Step
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