You Know the Client.
We Help Build the Strategy.
Discover How Vanir Helps You Reduce Your Clients’ Tax Burden
Vanir works alongside CPAs to identify, evaluate, and implement advanced tax strategies while you stay at the center of the client relationship.
1
Discuss Your Client’s Situation with Us
You may have a client with significant taxable income, a large capital gain, a business transition, charitable goals, retirement needs, or questions outside your firm’s normal scope.
2
Evaluate the Opportunities We Uncover
We will review your client’s income, business interests, investments, liquidity, risk tolerance, and long-term goals then identify planning strategies to reduce their taxes while increasing wealth.
3
Coordinate the Next Steps to Implement
Vanir works with you to support analysis, documentation, providers, funding, timing, and implementation. Your relationship with the client remains protected. Vanir does not replace you as your client’s CPA.
See What Coordinated
Tax Planning Can Save
Preview of a Tax Strategy Analysis and Stress Test
The Client Situation
A married couple earning approximately $1.48 million faced a projected federal tax bill of $466,265. Vanir evaluated a combination of tax strategies to determine how much of that liability could be reduced, how much cash the strategies would require, and what value could carry forward into future years.
Green Energy Investment
A $715,000 solar and energy storage project was modeled to create depreciation deductions and investment tax credits.
Charitable Planning
A charitable strategy was evaluated against the couple’s income and current-year deduction limits.
Tax Credit & Stress Testing
The analysis tested credit usability, business loss limitations, Alternative Minimum Tax exposure, and future carry-forward value.
The Model Result
A married couple earning approximately $1.48 million faced a projected federal tax bill of $466,265. Vanir evaluated a combination of tax strategies to determine how much of that liability could be reduced, how much cash the strategies would require, and what value could carry forward into future years.
+$428,772
Estimated first-year federal tax saving
-$37,492
Estimated remaining federal tax bill
+$119,772
Estimated positive first-year cash flow after cash deployed
+$213,123
Projected carry-forward value for future years
Get the Complete Analysis
See how the strategies were modeled, tested, and coordinated.
Baseline federal tax analysis
Strategy-by-strategy calculations
Deduction and credit limitations
AMT stress testing
Cash deployment / savings comparison
Multi-year carry-forward analysis
Artificial Intelligence (AI) and the Future of the CPA Firm
An Exclusive Presentation by Vanir’s Christian Ravsten
How is AI affecting your clients, your competition, and your time?
AI is already changing how clients find professional advice, judge a firm, and weigh their tax planning options. In this practical session, Christian Ravsten cuts through the hype and explains what is real, what is noise, and what every CPA should do about it. No sales pitch, just a clear, honest look at where the profession is heading.
How clients now find and judge a CPA through AI, before they ever call
Why traditional search is fading, and what decides whether AI recommends you
What AI gets wrong, where it quietly fails, and how to protect client data
Where AI genuinely speeds up your planning, and what your clients already expect
Christian Ravsten is co-owner of Vanir Tax and Capital and founder of Foxstone Financial
Christian helps business owners, high-income earners, and professional advisors uncover proactive tax reduction opportunities. His work moves clients beyond traditional tax preparation into forward-looking strategy, coordinating planning across business structure, deductions, investments, retirement, and wealth preservation.
He partners closely with CPAs, attorneys, and financial professionals to surface opportunities that are often missed when tax, legal, and financial advice live in separate silos. Through Vanir, he helps CPAs expand their advisory value and deliver measurable savings to business owners and high-net-worth clients.
Hands-on with AI since 2018, Christian brings a practical view of how technology is reshaping the profession and how firms can use it to strengthen client relationships and position themselves as proactive advisors in an increasingly competitive market.
The session has a live demo of a new AI tax planning tool.
This new AI supported tax planning tool was designed to help CPAs move from client information to a professional, branded, client ready tax plan in minutes rather than hours.
See how this new tool can:
Streamline your tax planning process
Evaluate planning opportunities more efficiently
Create polished client deliverables
Free up your time for advising clients and reduce time building reports
Make the most of your conference experience.
Contact or schedule a time to learn more about how Vanir empowers CPAs to better serve your clients.
Meet with Vanir
Select a time on the calendar below or click the button to contact Vanir.