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Planning Wizards

Guided tools for the scenarios AI flatteners mishandle.

Multi-State Residency

Surface dual-residency, convenience-rule, and part-year traps.

Year-End Planning

End-of-year moves with a December 31 deadline.

FiscTalk

Source-verified U.S. tax tools for the cases generic calculators and AI assistants get wrong — per-state rules, multi-state residency, and high-net-worth structures.

Source-verifiedUpdated 2026

Tools

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