Tax

Filing prep, compliance calendar, strategy library, and the open items shaping each year.

Current cycle (2025 filing year)

• 2025 dossier — complete package for Pearce Bevill and Kim & Rosado. Federal personal return, per-entity matrix, international filings, K&R opinion items, data-gap checklist.
• 2025 filing prep — original 19-item working punch list. The dossier above supersedes it for the active cycle.
• Compliance calendar — every filing deadline.
• NOL preservation ledger — $3.4M carryforward tracker.
• FBAR analysis — signature-authority and ownership scope.

Strategy and reference

• Tax strategies reference — canonical strategy library.
• Advisory tax-benefit areas — items flagged for advisor review.
• Pearce Bevill thread summary — running CPA correspondence.

Open items

• Renfroe notes execution plan (2026)
• Renfroe redemption note + gift offset

Per-property tax protests: property-tax-protests/.