§7702 retirement architecture for high earners. A 25-30 page technical paper covering the design space, the failure modes, the carrier-selection process, and worked examples across three client profiles. Expected publication: Q3 2026.
The compliance-to-advisory transition for CPA practices. A whitepaper for CPA practice owners covering the structural economics, the realistic timeline, the client-segmentation work that determines fit, and the post-partnership exit-valuation implications. Expected publication: Q4 2026.
The Virtual Family Office model for the $300K-$1M income tier. A whitepaper on the network-based delivery model: how coordination across tax, retirement, wealth, and estate is achieved at fractional cost relative to traditional family-office structures. Expected publication: Q1 2027.
If you'd like to receive these on publication, the most reliable channel is the discovery call (notification list maintained there) or following Reenu's speaking schedule on the press page.