Standing tax moves
A tax playbook that runs off your own answers all year — bracket smoothing, harvesting discipline, retirement-account room, QSBS structuring, lean-year Roth conversions — and says plainly what it does not scan.
How it works
- 1Answer the tax intake once — bracket, state, accounts, equity, entity.
- 2Velira keeps a standing playbook running against those answers all year.
- 3A move that goes live reaches TODAY with its trigger and its evidence.
What you get
- Standing moves, each with the trigger that fired it and the evidence behind it
- Live moves reach TODAY, so a window doesn't close on a tab you didn't open
- RMD timing, ISO/AMT exposure and estimated-payment shortfalls on their own tabs
- Named scope: what the playbook does not measure is written on the panel, not left implied
- Every move is a proposal — you and your CPA decide, Velira never files or trades
Common questions
What is Standing tax moves?
A tax playbook that runs off your own answers all year — bracket smoothing, harvesting discipline, retirement-account room, QSBS structuring, lean-year Roth conversions — and says plainly what it does not scan.
How does Standing tax moves work?
Answer the tax intake once — bracket, state, accounts, equity, entity. Velira keeps a standing playbook running against those answers all year. A move that goes live reaches TODAY with its trigger and its evidence.
What do I get with Standing tax moves?
Standing moves, each with the trigger that fired it and the evidence behind it; Live moves reach TODAY, so a window doesn't close on a tab you didn't open; RMD timing, ISO/AMT exposure and estimated-payment shortfalls on their own tabs; Named scope: what the playbook does not measure is written on the panel, not left implied.