06/02/2026
βAsk your advisor: "What did you do for me BEFORE December 31 last year that materially changed my tax outcome?"
If the honest answer is "we filed your return correctly" β that's compliance, not planning.
Compliance is necessary. But if you're paying six figures in federal tax, compliance alone is the most expensive option on the menu.
The right question reveals the gap. The gap is what proactive planning is for.
Ask the question. Then DM me what they said. I read every message.