01A-100
You own a business.
Your income is taxed before you ever see it, and how the business is built decides how much. That work starts at entity design and runs through the day you sell.
See the methodThe Quantus Group
Investments and taxes.Under one roof.
Two practices in one firm. One side works on what you’re taxed on, whether from a business you own or a paycheck and a stock plan. The other decides which account holds what, and how much of the return you get to keep. Most firms do one of those and hand you off for the other.
A-000 · The firm
Same work. Two rooms.
Your advisor doesn’t think about tax, because tax isn’t their job. Your CPA doesn’t think about the portfolio, because investments aren’t theirs. The decisions that connect the two belong to neither of them. Here they’re one plan, with a door between.
Sheet A-001 · Index
Where to start
Depends where you are.
02A-102
You've already built a portfolio.
It's probably in the right things and the wrong accounts. What you keep after tax is decided by where each dollar sits, not by what you picked.
See how geography works03A-104
You're selling in the next few years.
Both, then. What the sale costs you was decided years ago. What happens to the proceeds hasn't been decided yet.
Start with a callSheet A-900 · Issue
Start
One call covers both.You don’t have to pick first.
ScopeBoth practices
DurationThirty minutes
You leave withAnswers and direction
Prepared byThe principals
Most people aren’t sure which half of this they need. Working that out is the first thing the call does.
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