Wealth and Tax Scenario Planning
Complex wealth decisions—exercising significant stock options, selling a business, managing a liquidity event, structuring major gifts—require coordination across your entire advisory team. Your wealth manager sees portfolio implications, your attorney handles legal structures, your estate planner considers legacy. But someone needs to integrate the tax analysis, model the scenarios, and ensure all advisors are working from the same strategic framework. Accounts International serves as the analytical engine—bringing systematic scenario planning and tax optimization that elevates the entire collaborative process.
Collaborative Integration
We don't replace your existing advisors—we enhance them. Our scenario planning engagements bring tax and financial analysis that complements what your wealth manager, attorney, and other advisors provide. We work directly with your advisory team, sharing models, coordinating assumptions, and ensuring tax strategy integrates seamlessly with investment decisions, legal structures, and estate planning. This collaborative approach means you get unified recommendations grounded in rigorous analysis rather than conflicting advice from siloed advisors
Systematic Decision Frameworks
Our scenario planning applies management consulting methodology to wealth decisions. We begin by defining the decision at hand and identifying all relevant variables—tax implications, timing considerations, financing options, opportunity costs, and risk factors. We then model multiple scenarios with different assumptions, quantifying outcomes across key metrics: net after-tax proceeds, cash flow impact, future flexibility, and alignment with long-term objectives. This structured approach transforms complex decisions from overwhelming to analyzable—you see the trade-offs clearly before committing.
Each analysis includes sensitivity testing: what happens if tax rates change, if markets move, if timing shifts? We identify the critical assumptions driving outcomes and show you where decisions are robust versus sensitive to variables outside your control. You'll understand not just what we recommend, but why—and what conditions would change that recommendation.
Representative Scenarios We Analyze
Our engagements span high-stakes wealth decisions: stock option exercise strategies for executives with concentrated positions, business sale structuring to optimize after-tax proceeds, real estate disposition timing and 1031 exchange evaluation, Roth conversion analysis across multi-year horizons, charitable giving strategies that maximize tax efficiency, and liquidity event planning that coordinates tax, investment, and estate implications. Each scenario receives the same rigorous treatment—multiple alternatives modeled, tax-optimized, and presented with clear recommendations.
Complex wealth decisions deserve more than isolated advice from separate advisors. Your advisory team is only as effective as the integration between them. We serve as the analytical foundation that connects tax strategy, investment decisions, and legal structures into executable plans. When scenario planning brings rigor to collaboration, your advisors work together rather than in parallel—and your wealth decisions reflect that coordination.
