Generational Wealth Protection
Comprehensive tax optimization and estate planning strategies designed to minimize liabilities, preserve capital, and ensure seamless wealth transfer across generations.
$4.2M
Tax Savings YTD
18
Active Trusts
98%
Compliance Rate
Core Components
Active
Tax Strategy Dashboard
Real-time tax projections, efficiency metrics, IRC §162 deduction tracking, entity structure oversight, and comprehensive tax savings benchmarking.
Review Due
Estate Planning Center
Estate valuation tracking, document vault for wills and trusts, beneficiary management, estate tax exposure analysis, and wealth transfer timeline planning.
Active
Trust Administration Hub
Comprehensive trust management including revocable, irrevocable, dynasty, and IDGT structures. Distribution schedules, trustee oversight, and compliance monitoring.
Configured
Succession Planning
Family business transition roadmap, next-generation readiness assessment, ownership transfer timeline, voting rights allocation, and leadership development tracking.
5 Due
Compliance Calendar
Comprehensive tracking for tax filing deadlines (1040, K-1s, 990-PF, 709), trust distributions, regulatory filings, document renewals, and advisor meetings.
Advanced Tax Features
Charitable Giving Optimization, Cross-Border Tax Planning, and State Tax Nexus Analysis tools are in development and will be available in future releases.