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Sooner Advisory & Planning

Practice Area

Tax Planning

The connective tissue. Everything else routes through here.

Your CPA hands you an accurate account of what already happened. That's compliance, and it matters. But it isn't strategy. Strategy decides what there is to file before the year is over, and it runs across every account, entity, and transfer you have, not one return at a time.

What this covers

  • Multi-year bracket and Roth conversion sequencing
  • Entity selection and compensation structure, actually modeled
  • Tax-efficient repositioning of concentrated and appreciated assets
  • Liquidity-event and business-exit tax architecture
  • State, federal, and estate-level coordination, lifetime and beyond

The orchestration

Direct indexing and loss harvesting are table stakes, the lowest common denominator. Real tax strategy manufactures advantages across the entire flow of money: how it's earned, held, moved, and passed on.

That only works when tax sits at the center and everything else orders around it. A Roth conversion is an estate decision. A capital gain is an income decision. A business sale is all of them at once. We sequence them together, coordinated with your CPA on the filing side: collaborative, never competitive.

Where this shows up in your next move

Retirement TaxesIncome TaxesCapital GainsEstate Taxes

None of this works in isolation.

Ninety seconds tells you where your sequence should start.

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