2025–2028 Tax Strategy Guide for Individuals and Owners

2025–2028 Tax Strategy Guide for Individuals and Owners

Download the 2025–2028 Tax Strategy Guide to unlock practical checklists, filer‑specific playbooks, and a ready‑to‑run 30‑60‑90 day plan. Ideal for planning Roth conversions, 199A positioning, PTET modeling, equity comp timing, charitable bunching/DAFs, and year‑end purchases—plus the advisory cadence and documentation habits that protect deductions.

2025–2028 Tax Strategy Guide for Individuals and Owners
2025–2028 Tax Strategy Guide for Individuals and Owners

‹ 2026 Tax Strategies Workbook

2026 Individual IRS Inflation Adjustments Guide ›

Customer Stories

Trusted by firms across the board

"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."

Tax Manager

Sama Tributa

"80% faster first drafts. What used to take us two days is now done in two hours."

Managing Partner

Northbridge Tax Advisory

Customer Stories

Trusted by firms across the board

"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."

Tax Manager

Sama Tributa

"80% faster first drafts. What used to take us two days is now done in two hours."

Managing Partner

Northbridge Tax Advisory

Customer Stories

Trusted by firms across the board

"Research used to be a black hole. Now, I just type the question and get a citable IRS answer in seconds."

Tax Manager

Sama Tributa

"80% faster first drafts. What used to take us two days is now done in two hours."

Managing Partner

Northbridge Tax Advisory

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection

Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection

Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

Secure Conversations. Smarter Tax Strategies.

Built on industry-leading standards to keep your clients’ data safe and your firm audit-ready.

Find more

End-to-end Encryption

SOC 2 Type II

Monitoring Systems

24/7 intrusion detection
Quarterly scans & annual pen tests

Access Control

Multi‑Factor Authentication & Role‑based permissions

Regulation Compliant

TLS 256‑bit in transit & at rest

Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial

Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial

Get hands-on with AI-powered tax automation today.

Start Free. No Credit Card Required.

Start 15-day Free Trial