Tax planning works best when it looks at both short-term and long-term implications. You don’t want to pay less in the short-term only to pay more in the long-term or through your estate.
This area needs WD and your accountant to work together. WD builds your plan based on your goals. Your plan stretches over many years.
WD builds a goal-based plan for you which stretches over many years. The accountant specializes in tax efficiency in shorter defined time periods. Working together small efficiencies can build to a significant change for you.