TaxWealth helped a luxury homeowner preserve over $134,000 in additional value and increase post-sale liquidity by 6.8%—all while avoiding immediate taxation and retaining full control of their capital.

TaxWealth helped an FLP unlock over $2.9 million in additional value when selling a consulting firm interest. The partners avoided immediate taxation, preserved liquidity, and achieved a 22.4% increase in net proceeds—without altering their financial goals.