Tax Strategy Opportunity Identifier

Scans a business client's fact pattern and surfaces applicable federal, state, and local tax planning opportunities across 8 categories — entity structure, credits and incentives, deferral and timing, deductions and cost recovery, retirement and compensation, state and local, exit and succession, and family/estate — with an eligibility read, estimated benefit magnitude, and a ranked next-step list. Use when reviewing a business client's situation to identify tax-saving strategies, preparing for a planning meeting, or building a year-end or entity-review tax roadmap.