We Map What Others Miss.
Most planning looks backward. The Tax Arcana Diagnostic™ looks across your entire financial structure—income, entities, assets, and future liquidity—to quantify exposure, reveal misalignment, and show where coordination and tax diversification create leverage before costs compound.
Tax Arcana Diagnostic™
Seeing What Others Can’t
Most tax professionals tell you what already happened.
The Tax Arcana Diagnostic™ is designed to reveal what will happen if nothing changes—and where intervention prevents tax drag from compounding over a lifetime.
This proprietary analysis maps your entire financial footprint across income, business interests, real estate, investments, retirement assets, and future liquidity events. Using our Tax Arcana Exposure Calculator™, we assign a real tax cost to every dollar connected to your name—showing not just how wealth is taxed today, but how it will be taxed across time, structures, and scenarios.
Tax Mapping & Diversification
The Diagnostic performs comprehensive tax mapping—tracing how income and assets move through your entities, accounts, and ownership structures, and how they are exposed under different tax regimes over time.
From there, we evaluate tax diversification: how concentrated or balanced your wealth is across current, deferred, and future tax exposure, and where overconcentration creates unnecessary risk, inflexibility, or long-term drag.
This is where inefficiency hides—not in rates, but in structure, timing, and concentration.
Opportunity Discovery
Beyond identifying exposure, the Diagnostic uncovers high-impact opportunities buried inside fragmented systems—entity misalignment, accelerated capital gains, asset placement errors, and timing inefficiencies that traditional CPAs and advisors are not built to see.
These are not missed deductions.
They are structural blind spots.
This is not a report.
It is a decision-making tool—built to show where your system is misaligned and what to fix before the cost compounds.
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Clarity Changes Everything.
The Diagnostic replaces fragmented assumptions with a clear view of your entire financial system. Once exposure, misalignment, and tax concentration are visible, better decisions become unavoidable.
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