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awaiting review
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evidence requests open
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evidence verified
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clocks on the timeline
How to read every item in this household
proposed
evidence
CPA
attorney
final
Filled stations are traversed · the ring is where an item sits now · a dashed red ring means evidence is still owed · wax appears only when a licensed professional ratifies. Your professionals see this exact spine from their side.
Your desks
Five workstations above the wall · one professional console beneath it. Click a tile to open the desk on its command deck; wall rows open the exact panel.
Recent activity
The family
Dr. Adam & Mira Popper — married filing jointly · three children · the household is the unit every desk reports into, because brackets, credits, estimates, and the estate all live at this level.
Six dental practices Practice desk
Separate entities by design. Owner compensation runs one corridor across all six; the PTE election is one posture applied six times; the management-entity question is modeled with both branches papered.
Five properties Property desk
Three long-term rentals (cost-seg verified on #2), the lake house living a double life under §280A, two buildings rented to the family's own practices — the §469 self-rental trap priced on both desks — plus the residence, rendered and excluded.
Portfolio & policy Markets · Policy desks
Equities plus a 40-position crypto book with the trader-status question rendered honestly, and a $10M long-term life policy whose ownership is the household's largest open estate question.
The arrows that carry tax character
Rent from the buildings into the practices is §469 self-rental income. Family days at the lake house move the §280A split. Premium into the policy is estate inclusion today — and would not be from an ILIT. The map draws the law, not the org chart.
Why the map is an organ, not a picture
Every dashed element is a modeled proposition with an item on the wall — nothing dashed exists until the professional side signs it. Toggle the view and watch which parts of the household are real and which are still propositions.
The wall is read-only from this side. Items are created here and on your desks; every state transition is the professional console's act alone, with a basis memo behind every ratification and a reason behind every rejection.
| Item | Desk | The determination, in plain words | Spine | State | Professional |
|---|
Evidence gates the badges. A lever stays modeled until its object exists — and "verified" is a state only the professional side can grant.
| Document | Desk | Item | State | Who needs it |
|---|
| When | Desk | What decides |
|---|
Ask about your own picture
The aide explains; it never advises. Every answer above ends where it should — at the licensed professional who owns the call.
This workstation prepares models and proposals only. It is not a law firm or an accounting firm and does not render tax, legal, or accounting advice; every determination belongs to the licensed professional named on its item, and nothing on this surface changes state — your CPA, attorney, and insurance professional sign, and this page shows the signatures happening. Demo · sample data — the people and numbers are fictional.