Bring tax questions into the financial conversation.
For high-net-worth families, founders, and executives in Las Vegas, personal and business choices can converge at tax time. We organize financial information, timing, and questions for discussion with your independently retained tax professional.
See the connections before a decision
An equity exercise, business distribution, concentrated holding, or charitable intention can raise timing and cash-needs questions. We review financial information you provide, discuss how a decision relates to broader objectives, and identify topics for your tax professional. This is coordination within agreed financial discussions, not tax advice or a tax recommendation.
Make space for a practical CPA conversation
Useful tax conversations start with clear, current details. With your authorization, we can share relevant financial information with your independent tax professional and connect it to compensation, investments, retirement distributions, business cash flow, and giving priorities. Your tax professional determines any tax analysis, advice, projections, and preparation appropriate for your situation.
Keep financial priorities in view
Tax considerations sit alongside liquidity, investment risk, ownership decisions, and family priorities. We frame financial trade-offs and timing questions for further discussion with your professional team. As circumstances change, we can revisit financial inputs and coordinate another discussion within the written engagement scope.
Clear roles support better conversations
12 Stones coordinates discussions and agreed follow-up within the written scope. Coordination does not promise completion of a recommendation, transaction, or another professional's work. You and the independent professionals you retain make and carry out respective decisions, keeping conversations focused on your priorities and the questions for the right professional.