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Case Studies

We are experts at analyzing tax challenges and working with you to best solve it using tax law, and bring the greatest value in tax savings and profit to your clients.

With no up-front cost or obligation, we calculate the projected taxes, research and pinpoint the solutions, and report to you the varying benefits specific to your situation.

Here are a few examples of clients who we have helped keep significantly more of their tax dollars.

Dental Practice Equity Sale

A dentist wanted to sell his practice, an S-corp, for $1 Million. Without planning, he would have to pay nearly…

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Commercial Office Buildings

The owner of two office buildings with a combined value of $14.9 million wanted to sell but faced a major…

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Equity Sale of a Family Limited Partnership (FLP)

A Partner gains nearly $3 million more while eliminating the capital gains taxes.

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Private Home Sale

A retired couple downsizes to a new home, solves the capital gains tax problem and generates more income to enjoy.

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