This category explains how to use the library responsibly. The scenarios are educational, and reading them well means understanding what they are and what they are not.
The guides here describe how the composite hypotheticals are constructed, how assumptions are labeled, and why the library uses scenarios instead of client stories. They also explain the limits of any worked example, including the fact that tax rules change and that your own facts may differ in ways that matter.
How to Use This Category
Read the guide to reading the scenarios first. It takes a few minutes and will help you interpret every other page. Then read the guide to how the numbers are built if you want to understand the assumptions behind the arithmetic.
If you have a question that a scenario raises, write it down and bring it to a qualified advisor. That is the most useful thing a scenario can do: help you ask a sharper question about your own situation.
These guides are short on purpose. They are meant to set expectations before you read the scenarios, and they can be skimmed in a few minutes.
Guides in About the Scenario Library
Want to Talk Through Your Own Situation?
These scenarios are illustrations only. Book a discovery call with AE Tax Advisors to discuss the facts of your own business or portfolio.
Book a Discovery CallEducational purposes only. This page is an illustrative educational scenario, not tax, legal, or accounting advice, and it does not describe a real client or a real result. Tax laws change and outcomes depend on individual facts, so consult a qualified professional before acting. No result is guaranteed.