✓INTAKE
✓RULES
3CONFIG
4DASHBOARD
5DETAIL
Plays & Output Configuration
Choose which tax strategy categories to scan across your book and how results should be delivered.
🎯 Active Plays
Toggle on the strategy categories you want the optimizer to scan.
Roth Conversion Scan
Bracket-fill, partial ladder, mega backdoor, down-market opportunities
Bracket-fill, partial ladder, mega backdoor, down-market opportunities
Tax-Loss Harvesting Sweep
Direct TLH, wash-sale swaps, year-end sweeps, concentrated positions
Direct TLH, wash-sale swaps, year-end sweeps, concentrated positions
Charitable Optimization
QCDs, DAF bunching, appreciated stock gifts, CRTs, CLTs
QCDs, DAF bunching, appreciated stock gifts, CRTs, CLTs
RMD Pre-Planning
Approaching RMD clients, withdrawal sequencing, QCD offsets
Approaching RMD clients, withdrawal sequencing, QCD offsets
NIIT / Bracket Management
3.8% surtax mitigation, AMT planning, IRMAA avoidance, bracket filling
3.8% surtax mitigation, AMT planning, IRMAA avoidance, bracket filling
Entity & Business Planning
QBI §199A, S-corp comp, solo 401(k), cash balance plans
QBI §199A, S-corp comp, solo 401(k), cash balance plans
Estate & Transfer Strategies
Annual gifting, GRATs, ILITs, dynasty trusts, step-up basis planning
Annual gifting, GRATs, ILITs, dynasty trusts, step-up basis planning
Retirement Account Optimization
Asset location, after-tax 401(k), HSA triple-tax, 529 deductions
Asset location, after-tax 401(k), HSA triple-tax, 529 deductions
Real Estate & Alternative Tax
1031 exchanges, opportunity zones, cost segregation, REP status
1031 exchanges, opportunity zones, cost segregation, REP status
Insurance & Annuity Tax Plays
Annuity chassis, LIRP strategy, LTC deductions — cross-agent coordination
Annuity chassis, LIRP strategy, LTC deductions — cross-agent coordination
Timing & Deferral Strategies
Gain deferral, income acceleration, NUA, estimated tax optimization
Gain deferral, income acceleration, NUA, estimated tax optimization
State & Residency Planning
Residency change analysis, multi-state allocation, state-specific deductions
Residency change analysis, multi-state allocation, state-specific deductions
📋 Output Preferences
Auto-Generate CRM Notes
Auto-Generate Meeting Briefs
Include Compliance Caveats in Exports