Stage 2 of the Landmark Wealth Framework
Make Tax Decisions Before the Deadline Makes Them for You
Year-round tax planning turns the tax return from a historical report into a decision system. Landmark helps investors project income, evaluate transactions, assign implementation deadlines and review the plan throughout the year.
The Landmark Wealth FrameworkTM
Year-Round Tax Planning
Do you have a current estimate of this year’s federal and state tax liability?
Do you review tax strategy and implementation at least quarterly?
Is tax planning performed before acquisitions, sales, refinances and major business decisions?
Do you have a written calendar showing each strategy, deadline, document and responsible person?
Your Result
4 Yes: This stage appears substantially in place.
2–3 Yes: There are gaps worth addressing.
0–1 Yes: Make this stage a priority before moving higher in the Framework.
Resource Cards
Tax Return Scorecard
Evaluate whether the prior return reveals missed planning, documentation or implementation opportunities.
Year-Round Tax Decision Calendar
A month-by-month calendar of decisions real estate investors should not leave until tax season.
Annual Wealth Meeting Agenda
A structured agenda for aligning tax, property, cash-flow and wealth decisions each year.
Landmark reviews prior returns and current facts, identifies opportunities and risks, estimates the financial impact, establishes deadlines and coordinates implementation with the investor and appropriate outside professionals.