Strategy Reviews
Personalized planning opportunities reviewed quarterly with your advisor.
Q1 2026 Review
Estimated annual savings: $14,200
Based on 3 active opportunities across retirement, real estate, and entity structuring.
Active opportunities
Opportunity
Estimated savings
$8,400
Roth conversion window
Convert $40K from traditional IRA at current bracket before Dec 31.
Opportunity
Estimated savings
$3,200
Bonus depreciation on rental
Cost segregation study could accelerate depreciation on the Aspen property.
Opportunity
Estimated savings
$2,600
QBI optimization
Restructure LLC distributions to maximize the Section 199A deduction.
Past reviews
- Q4 2025 Strategy MemoJan 12, 2026 · 1.4 MB
- Year-End Planning BriefNov 28, 2025 · 892 KB
- Mid-Year Tax ProjectionJul 14, 2025 · 2.1 MB