Tax Strategies

Execution-level companion to WMP. Form-by-form walks, §-references by number, broker-specific specific-lot UX, dated-number discipline. Covers Roth-conversion tax execution, TLH and wash-sale mechanics, retirement-account tax (pro-rata, QCD, backdoor/mega-backdoor, SEPP 72(t), RMD/inherited), §1202 QSBS audit-defense, charitable vehicles.

execution-levelUS-centricmulti-stateHNWUHNW

Coverage

46%

19 of 41 notes

Confidence mix

1H / 18M / 0L

Published notes

Forks

You are the source

Map of content

Coverage by section.

00 — Overview

1 / 1

01 — Bracket & Income Mgmt

1 / 8· rac/ Wave 3

02 — Capital Gains & Losses

6 / 6

03 — Retirement Account Tax

5 / 5

04 — Concentrated Position Tax

1 / 6

05 — Charitable Tax

5 / 5

06 — Business Owner Tax

0 / 6· mbp/ Wave 3

07 — State Tax

0 / 4

Recent activity

Most recent waves, batches, and calibration passes.

2026-04-22
Wave 2 complete — v0.4.0
§05 Charitable Tax (5/5) + §02 Capital Gains and Losses (6/6) closed in parallel. 81 cross-vault cites verified.
2026-04-22
Wave 1 published — v0.2.0
§03 Retirement Account Tax Strategies (5/5): pro-rata rule Form 8606, QCD mechanics, backdoor + mega-backdoor Roth, SEPP 72(t), RMD/inherited mechanics.
2026-04-21
Seed — v0.1.0
Vault scaffolded with three exemplar notes establishing execution-level voice and cross-vault cite convention.

Open debates

Questions this vault deliberately does not take a firm side on.

Full TCJA extension vs. partial sunset: how much bracket-management infrastructure is durable.
Roth-conversion re-characterization revival: low probability but high leverage if it happens.
State-residency arbitrage: where the IRS vs. state-of-origin aggression falls in 2027+.