Alice Robinson

HighDraftingProspect

C-CorpSchedule CSingleGAMeera KapoorAnnualReturn missing

Est. current income

$285,000

vs $245,000 prior year

Effective rate

22.1%

Marginal bracket

24%

Dec 31 hard stops

Alice Robinson

2026 Year-End Planning Summary

Dec 31 stops

~$14,460+ of federal tax addressed across 10 opportunities.

Est. income

$285,000

vs $245,000

Effective rate

22.1%

Marginal

24%

Key changes

flagged

What the plan contributes

Each move as a range, stepping down from the current-path liability.

$62,985

Current path

Standard vs. itemized deduction optimization and multi-year bunching
$2,000–$30,000
§199A QBI optimization — threshold management, aggregation & the SSTB line
$10,944–$12,996
Q4 estimated payment to cure underpayment exposure
$1,200
Max-fund the HSA for the triple tax benefit
$1,056
Additional Medicare tax (§3101(b)(2)) — the withholding mismatch and the timing levers
$900
Home-office deduction for the self-employed
$360
Filing-status planning — MFJ vs. MFS, HOH qualification, newlywed withholding
$1,500–$12,000
Medical expense bunching and the OBBBA gambling-loss limitation (§165(d))
$1,000–$6,000
Crowdfunding and creator-economy proceeds — characterizing rewards, gifts, debt, equity, and barter income
enables the above
Market-based sourcing — where a multi-state service business's revenue actually gets taxed
enables the above

Addressed by the plan

8 of 10 quantified · 2 enable the rest without a separate figure

$18,960–$64,512

leaves $0–$44,025

1. Current-Year Action Items

Time-sensitive moves before December 31.

2. Long-Term Opportunities

Multi-year planning to revisit beyond this season.

Elan

Grounded on Alice Robinson

Nothing outstanding for Alice Robinson right now.

Elan brought this to you

Nothing needs you for Alice Robinson right now.

Alice Robinson

Alice Robinson

What the plan contributes

1. Current-Year Action Items

Standard vs. itemized deduction optimization and multi-year bunching

Filing-status planning — MFJ vs. MFS, HOH qualification, newlywed withholding

Medical expense bunching and the OBBBA gambling-loss limitation (§165(d))

§199A QBI optimization — threshold management, aggregation & the SSTB line

Q4 estimated payment to cure underpayment exposure

Max-fund the HSA for the triple tax benefit

Additional Medicare tax (§3101(b)(2)) — the withholding mismatch and the timing levers

Home-office deduction for the self-employed

Crowdfunding and creator-economy proceeds — characterizing rewards, gifts, debt, equity, and barter income

Market-based sourcing — where a multi-state service business's revenue actually gets taxed

2. Long-Term Opportunities

Alice Robinson

Alice Robinson

What the plan contributes

1. Current-Year Action Items

Standard vs. itemized deduction optimization and multi-year bunching

Filing-status planning — MFJ vs. MFS, HOH qualification, newlywed withholding

Medical expense bunching and the OBBBA gambling-loss limitation (§165(d))

§199A QBI optimization — threshold management, aggregation & the SSTB line

Q4 estimated payment to cure underpayment exposure

Max-fund the HSA for the triple tax benefit

Additional Medicare tax (§3101(b)(2)) — the withholding mismatch and the timing levers

Home-office deduction for the self-employed

Crowdfunding and creator-economy proceeds — characterizing rewards, gifts, debt, equity, and barter income

Market-based sourcing — where a multi-state service business's revenue actually gets taxed

2. Long-Term Opportunities