Focused Strategies
Browse our collection of articles on focused strategies from AE Tax Advisors.
Our team regularly publishes insights on focused strategies to help high-income professionals stay informed about tax planning opportunities and compliance requirements.
Frequently Asked Questions
How quickly can strategies be implemented?
It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.
How do you charge for advisory work?
Advisory engagements are quoted as a fixed fee based on scope, with cost segregation studies and entity return work priced separately. Pricing is set before work begins so the value of a strategy can be weighed against its cost.
What does a tax advisory engagement include?
A prior year review to identify recoverable overpayments, a forward-looking plan quantifying each recommended strategy, implementation support including entity filings and plan documents, and ongoing coordination so decisions are made during the year rather than reconstructed afterward.
How is tax planning different from tax preparation?
Preparation reports what already happened. Planning changes what happens, and nearly every meaningful strategy has a deadline that falls before year end. A return filed in April can only reflect decisions that were made months earlier.