Planning tools

Tools to put your plan into practice.

Tax planning comes first. These purpose-built apps help document and carry it forward.

Built for the real estate pathway

Help document participation records to support active loss planning.

Planned use: organize property participation records for review with your tax professional.

Support clearer tracking and documentation for short-term rental operations.

Planned use: keep rental activity records together for planning conversations.

Review borrowing capacity against eligible non-retirement investments as part of a capital plan.

In practice: weigh available credit, repayment capacity, and collateral risk before funding a purchase.

Help document S corporation reasonable compensation to support compliance.

In practice: document an owner’s duties and compensation rationale before setting payroll.

Help document qualified business meetings and events for potential deductions.

In practice: organize a business meeting’s agenda, attendance, and rental documentation.

Help document a family employment strategy to support reasonable pay and clear records.

In practice: keep a record of a child’s actual work, hours, and pay.

Organize estate and succession materials into a single point of truth.

In practice: give your family an organized reference for accounts, key contacts, and wishes.