What do you anticipate this year’s tax bill to look like, all in?

Not sure? Use last year’s number as the starting point.

What do you anticipate this year’s annual taxable income to be … what are you on track for?

Approximate is fine … all of it, household-wide.

How is that income actually made? Check all that apply.

Most owners check 2 or 3 … strategies work at the household level, so household-wide is exactly right.

If you could put one question on Edward’s desk before the session … what is it?

Write it the way you’d say it across the table. Your entity, your income, the decision you’re actually facing.

The desk button unlocks once you’ve written a real question.

Your seat is locked. Now decide how much of this session is about you.

Edward builds every session around the room that shows up.

What does your entity and structure picture look like today? Check all that apply.

“One or more” is all we need … counting adds friction, not signal.

How are you taxed? Check all that apply.

“Not sure” is a real answer … and a revealing one.

Who’s on your advisory bench today? Check all that apply.

Check everyone who is in the picture … an integrated Family Office means everyone is already coordinated.

Where does investment real estate fit? Check all that apply.

Residential is 1–4 doors … 5+ and syndications are their own animals.