One family, five desks. Six dental practices, five properties, a large market-and-crypto portfolio, and a ten-million-dollar life policy — each modeled on its own workstation, all of it visible here. This surface renders state; it never changes it.
Your desks
Everything the household holds, and the desk that models it. Counts and labels only — the numbers live on the desks, both branches attached.
The family
Three children means three Crummey notice lanes if the trust executes, kids-on-payroll questions across six practices, and 529/credit work on the household desk — all rendered where they bite.
Six dental practices Practice desk
Reasonable compensation is per-entity paper; the pass-through-entity election is one posture applied six times — both route to the CPA.
Five properties Property desk
The vacation home is the honest one: family days versus rental days decide its whole tax character, and the desk counts the days instead of assuming them.
Portfolio & policy Markets · Policy desks
Personally owned, a ten-million-dollar death benefit sits inside the taxable estate — the ILIT question routes to the attorney, and three children mean three notice lanes on the log.
Who owns what — and what each arrow costs. Solid = exists today. Dashed = modeled proposition, routed to a professional — never advice. The absence of any trust or holding company on the left view is itself the finding: today, everything is personally owned.
The arrows that carry tax character
Why the map is an organ, not a picture
The same diagram answers three different professionals: the CPA reads the self-rental arrows and the entity count; the attorney reads what sits inside the taxable estate today — which, right now, is everything on this map including the ten-million-dollar death benefit; the insurance professional reads where the premium comes from and what a loan against the policy would lean on. One map, three readings, every arrow papered on the ledger of its desk.
Every ratifiable item across the household’s desks. States are published by your professional team — read-only here; your verbs are propose (on a desk) and attach (to the vault). Click an item ID to open its panel.
| Item | Desk | In plain words | State | Awaiting |
|---|
A six-practice, five-property, big-portfolio household is where desks collide constantly. Each collision below is first-class — click an edge or a card to light its pair.
Every proof document across the desks. Uploads can propose a document exists — only a professional can mark it verified.
| Object | Desk | ID | Status | Gate |
|---|
Every clock across the desks, on one line. Hard dates sit where they fall; rolling windows pin to their trigger.
| When | Desk | Clock |
|---|
Ask in plain words. The aide explains where things stand and who signs next — it never advises.