Wealth Architecture Engine
Planning · Modeling · Recommendations
Client Profile & Assumptions
Client
Sample Client
Filing Status
MFJ
Tax Year
2025
Entity
S-Corp
Income Lever
49%
Real Estate Lever
43%
Charity Lever
7%
Tax Before vs After
Bucket Allocation
Revenue → Taxable Income Flow
Top Recommendations
Solo 401(k) capacity underused
$2,160 potential tax savings · Retirement
Itemizing may save more
$5,760 · Personal Pocket
HSA contribution opportunity
$60 · Retirement
Charitable strategy active
$0 · Legacy
Tax Flow
Total Income$420,500
AGI$254,700
Taxable Income$224,700
Est. Federal Tax$35,622
Marginal Rate24.0%
Effective Rate17.6%
Strategy Impact
Total Deductions$196,300
Est. Tax Savings$47,112
Lever Scores
income49%
Real Estate43%
charity7%
Wealth Buckets
Personal Pocket$77,000
Retirement$119,300
Asset Growth$115,000
Protection$0
Legacy$20,000
For planning illustration and strategy modeling only. Final return positions must be reviewed before implementation.