For CPAs, estate attorneys, and other professionals

Give clients a useful place to start—not another sales pitch.

Share one plain-English tool. The client gets an educational result and a better list of questions for the professionals already involved.

A real sharing workflow

Send one useful question to the client.

Copy a client link from this page. Preview it first if you want to see the exact experience the client receives.

An owner considering an offer or future sale

If I sell my business, how much money might I actually keep?

A founder or shareholder who may have QSBS

Could part of my gain from company stock be excluded from federal tax?

A New York family near the state filing line

Could this estate be near or above New York’s estate-tax threshold?

A client who is not sure where to begin

Nine simple questions produce a three-step action plan before any contact information is requested.

An owner preparing to talk with adult children

Separate employment, leadership, ownership, and inheritance before anyone is promised a role or share.

A family dividing a business or other hard-to-split asset

What may each child receive, and is there still a gap?

A client approaching retirement or a business exit

How much room might I have before taxes or Medicare costs rise?

A family that needs a calm first wealth discussion

Create an opening statement, meeting order, and useful questions without sharing everything at once.

Preview opens in a new tab. This page stays open.

How a client uses it

Open one relevant tool
The client sees the result without an email gate.
Identify missing facts
The page surfaces questions and limitations instead of pretending the issue is solved.
Bring the list to the team
The client can return to the CPA, attorney, planner, or other professional with a clearer starting point.

For professional partners

We use that feedback to improve the educational tools. Do not send client names, documents, or confidential facts.

Mention “team walkthrough” below and we’ll follow up to arrange a time.

Information submitted here is not protected by attorney-client privilege and should not include confidential client information.