CTAP · Free Look Diagnostic
← Lincoln Park Private Wealth
Lincoln Park Private Wealth · Tax Architecture

CTAP Free Look Diagnostic

A complimentary tax efficiency scan to identify where your current structure is costing you — before you spend a dollar on planning.

This diagnostic identifies structural inefficiencies only. Resolution strategies, sequencing, and implementation are delivered through the full CTAP engagement.

1
Profile
2
Income & Tax
3
Portfolio
4
Results
Free Look™ — No Obligation

Where should we send your results?

Enter your details below. Your diagnostic results will be displayed immediately — and we may follow up to walk through what we found.

Your Contact Information
Required to access your Free Look™ results.

Your information is confidential and will never be sold or shared. By continuing you agree to be contacted by Lincoln Park Private Wealth.

Client Profile

We use this to calibrate your diagnostic against the right benchmarks — tax bracket, RMD timeline, and retirement horizon.

Basic Information
Who are we looking at?
Tax Position
Current bracket estimate
Enter 0 if no state income tax
Why this matters: Your combined marginal rate determines the dollar value of each structural inefficiency we identify. A client in the 37% federal bracket losing $50,000/year to tax drag is losing $18,500 annually that proper architecture could legally retain.
Income & Tax Profile

These figures are used to calculate your Tax Efficiency Score and identify the structural areas where your income is most exposed.

Income Sources
What does your income look like?
Retirement Architecture
Qualified plan structure
Cumulative amount ever converted to Roth
Tax Strategies in Place
What's already working?
Investment advisory + planning fees combined. Used to assess AUM fee deductibility exposure post-TCJA.
Portfolio & Asset Structure

We assess how your assets are positioned across account types — the single largest driver of structural tax efficiency that most advisors miss.

Asset Summary
Where does the capital live?
Private equity, hedge funds, private credit, etc.
Tax Exposure Signals
Embedded gain and concentration
Approximate embedded gain across all taxable positions
Enter 0 if no concentrated positions
Paid on international holdings — used to assess FTC utilization
Current Advisor Relationship
Who's involved today?
This is a diagnostic — not a report. The Free Look identifies structural findings at the category level. Full resolution, sequencing, and implementation are what the paid CTAP delivers. No strategies are prescribed here.
Lincoln Park Private Wealth · CTAP Free Look
Tax Efficiency Diagnostic
Preliminary findings — structural identification only
Tax Efficiency Score
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Out of 100
Findings Flagged
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Structural inefficiencies
Est. Annual Drag (range)
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Structural cost of inaction
Diagnostic Summary
What this scan found

The figures above are structural estimates based on midpoint assumptions. They are not tax advice. Resolution strategies and dollar-specific quantification are delivered through the full CTAP engagement.
Structural Findings
What was flagged
Natural Next Step

Income Architecture Audit™

The CTAP Free Look identifies what your current structure is costing you. The Income Architecture Audit maps whether your preserved capital is generating enough income — your Freedom Index™, Capital Velocity Score™, and Annual Income Gap. These two audits are designed to run together.

Start IAA Intake →