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Tax planning
Roth conversions, estimated taxes and a projection every fall, coordinated with your CPA.
Led by
Sam Whitlock
Included in Ongoing planning
What we do
Most of the year’s tax decisions are made by October, long before anyone files. Every fall Sam runs a projection of your current-year tax and tells you what is still worth doing before December 31: a Roth conversion, a charitable gift, a harvested loss.
We work alongside your CPA rather than replacing them, and if a letter from the IRS arrives, we answer it.
What you get
A tax projection every fall
Roth conversion sizing
Estimated payment schedule
IRS letter responses
The rest of the plan
Talk to the advisor who leads it.
A twenty-minute call, no paperwork. You’ll speak to the person who would actually do the work.