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Tax Planning and Strategy
Client Ready Documents
Roth Conversions Overview
IRA Qualified Charitable Distribution (QCD) Overview
2025 Federal Tax Rates
2024 Changing Tax Rates
2025 Year-End Tax Planning Client Presentation
2025 Tax Filing Guidance
Blogs:
Tax Planning
Big Beautiful Bill Act
What Could the One Big Beautiful Bill Act Mean to You
One Big Beautiful Bill Act - A Primer for Business Owners
One Big Beautiful Bill Summary
Big Beautiful Bill and Year End Tax Planning – Client Presentation
Internal Resources
Webinar Events:
2025 Internal Year-End Tax Planning Powerpoint
Year-End Tax Planning Webinar
Reviewing a Tax Return for Planning Opportunities
Presentation for reference
Big Beautiful Bill Act Summary and Planning Opportunities
Documents:
2025 Tax Reference Guide
Partners, Technology & Templates
Partners:
Corient Tax Services
Technology:
Holistiplan
Introduction to Holistiplan
Holistiplan Scenario Analysis & Case Studies
