Curated catalog.
AI for the long tail.
Eleven mainstream plays come pre-evaluated against your specific household — entities, equity grants, properties, income trajectory. For obscure plays beyond the catalog, the assistant searches the current tax code and surfaces what fits, scoped to the same data.
Mainstream plays a sharp CPA would mention — pre-evaluated against your data, with IRC references and eligibility checks.
For the obscure plays — IRC sections, recent legislation, and state-specific opportunities scoped to your entity structure.
Business owners
the most leverage.
Self-employed, LLC owners, and S-Corp filers have the broadest tax surface. Income shifting, retirement stacking, and equipment expensing all live here.
- Augusta RuleUp to $14K/yr tax-free home rental§280A(g)
- QBI Deduction20% pass-through deduction§199A
- Solo 401(k) / SEPUp to $70K+/yr retirement contribution§401(k)
- Hiring Family~$15K/child tax-free wages§3121(b)(3)
- Section 179Up to $1.22M equipment expensed§179
- S-Corp Election~15% SE tax savings on profitsForm 2553
High earners
above the limits.
When the standard contribution and income limits cap you, the strategies shift to Roth conversions, after-tax 401(k) space, and charitable bunching.
- Mega Backdoor RothUp to $46K/yr Roth via after-tax§401(k) AT
- Backdoor Roth$7K/yr Roth above income limits§408A
- Donor-Advised FundBunch giving years for itemized deduction§170
Structure & exits
the long game.
Entity structure and equity events change strategy eligibility years before they're triggered. QSBS is the canonical example — choose the right structure five years out.
- QSBS ExclusionUp to $10M excluded on qualified sale§1202
- Multi-state FilingCharging-order protection by state choiceState LLC Acts
For the obscure plays.
The eleven-play catalog covers what a sharp CPA would mention. For the long tail, discovery searches the current IRC, recent legislation, and state-specific opportunities — scoped to your household and entity structure.
- Cost segregation studies
- 1031 + DST exchanges
- Opportunity Zones §1400Z-2
- Bonus depreciation §168(k)
- Cash Balance + Solo 401(k) stack
- Defined Benefit Plan
- Profit-sharing add-ons
- Roth 5-year ladder planning
- Accountable Plans §62(c)
- R&D Credit §174
- Employee Retention Credit (legacy)
- Self-rental safe harbor
- QSBS §1202 stacking
- §83(b) election timing
- NUA on employer stock
- Section 1244 ordinary loss
- State residency change
- FEIE §911 (foreign earned)
- Puerto Rico Act 60
- PTET (SALT workaround)
- GRAT (zeroed-out)
- SLAT (spousal lifetime access)
- Annual exclusion gifting
- Step-up basis planning
Discover the plays
you didn't know to ask about.
Set up your household and the catalog evaluates itself. Run discovery for the long tail.