Your Questions, Answered
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Proactive income tax planning focuses on decisions made before income is earned or transactions occur, rather than reacting after the fact.
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Tax preparation reports what already happened. Tax planning focuses on shaping future decisions to improve long-term after-tax outcomes.
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Business owners, high-income professionals, and investors with complex financial situations typically benefit most from ongoing, integrated planning.
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Yes. We often coordinate planning with a client’s existing advisors. In many cases, we prefer to work with our partnered CPA and financial planner to support efficient implementation. Depending on the strategy, implementation may also involve actuaries or attorneys.
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Tax outcomes depend on individual facts, timing, implementation, and future law. No specific results are guaranteed.
For appropriate clients, the anticipated benefit of a planning engagement is typically expected to be multiple times the cost of the engagement, based on preliminary analysis. If that threshold does not appear achievable, we generally do not proceed.
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Our work is primarily strategy-based and ongoing. One-time engagements are evaluated case-by-case.
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We are based in Denver, Colorado, in the Congress Park area, and work with clients throughout the United States. Meetings are typically conducted via Zoom, allowing for efficient, ongoing collaboration regardless of location. In-person meetings may be available on a limited basis when appropriate.