Early Detection: Diagnose. Assemble. Act.

An original framework and illustration created by Devery “Rusty” Cagle, first use April, 2025. A planning calendar showing that the best time to begin tax planning is January 1, the latest is September of the planning year, and the line falls on March 15 of the following year. For educational purposes only; not tax, legal, or investment advice. To use or reference this framework contact rcagle@caglefamily.com for permission to reproduce it.