Tax Strategy & Planning
Serving Aurora, Illinois, in person — and all 50 states virtually.
Year-round tax engineering — not just filing. Working alongside your CPAs, enrolled agents, and tax planning attorneys, we identify every legal opportunity to reduce your burden and keep more of what you earn.
- Proactive annual tax planning
- IRA Exit & distribution strategies
- Business owner tax structures
- Asset draw order optimization
- Social Security timing strategy
Year-Round Proactive Tax Engineering
Working alongside your CPAs, enrolled agents, and tax attorneys, Dr. Pat Pachciarz® coordinates a year-round proactive tax strategy — not a once-a-year filing conversation. Every major financial decision is stress-tested for tax impact before it's made, not after.
- IRS: Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
- IRS: Retirement plan and IRA required minimum distributions FAQs
- IRS: Topic no. 409, Capital gains and losses
- Social Security Administration: Retirement age and benefit reduction
Last updated Oct 5, 2026
Cash Flow Engineering · Advanced Risk Management Architecture · Private Wealth Investments · Trust & Estate Planning · Medicare & Health Planning · Business Owner Solutions · DIY Planning Engagement · FAQ
Serving Aurora, Illinois and Beyond
The Pinnacle Group serves professional women, business owners, and educators in person in Aurora, Illinois — and virtually in all 50 states. Wherever you are, one coordinated strategy is within reach.
Our home base. Private wealth planning, tax strategy, and DAITT® advisory services for business owners and families.
Virtual engagements nationwide, anchored in Aurora, Illinois — wherever you are, one coordinated strategy.
"Distance doesn't limit strategy. Wherever you've built it — we'll help you protect it."
— Dr. Pat Pachciarz®, CEPA® · The Pinnacle Group