Ready to Advise playbooks
Playbooks are curated sets of advisory strategies matched to your client's return type, tax situation, and planning needs.
Instead of starting from a blank slate, use playbooks to identify planning opportunities efficiently and standardize recommendations across clients. The following table lists all available playbooks and the criteria that Ready to Advise uses to match playbooks with clients.
important
This playbook list is exclusively for Ready to Advise subscribers. Don't distribute this document outside your organization.
1040 Basic
This playbook establishes a baseline set of strategies for individual filers, focusing on broad planning opportunities to ensure core tax and financial considerations are addressed before more advanced planning.
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1040 Advanced
Built for high-income individuals and active investors, this playbook focuses on strategies to find complexity and improve overall tax efficiency while supporting long-term wealth management goals.
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1040 Retirement
Built for retirees managing tax-deferred accounts, this playbook focuses on minimizing withdrawal taxes, optimizing charitable giving, and sequencing retirement income for long-term financial security.
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Schedule C
Built for Schedule C filers (sole proprietors and single-member LLCs), this playbook addresses key self-employment challenges while highlighting strategies to improve overall tax efficiency.
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Schedule F
Built for Schedule F filers, this playbook focuses on key planning opportunities to find industry-specific challenges and improve overall tax efficiency.
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1120-S
Built for active S corporation shareholders, this playbook highlights key levers—like compensation planning and tax elections—to improve tax efficiency at both the entity and individual levels.
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