What do I do after creating a base case?

Tax Clarity is a tool that helps you to determine your clients’ tax limits. In other words, by viewing the Tax Map, you will have an idea of what financial decisions to test in order to determine the least tax liability. You will see if your client lands in front, on, or beyond a particularly high EMR (gray spike). Also, consulting with your clients to determine their upcoming plans and reviewing your client’s other financial information, such retirement accounts or stocks, will allow you to determine which options are the most tax-efficient, for example a Roth conversion or realizing capital gains.