Case Study

Business owner/real estate investor- perfect combination

Utilized 6 key tax strategies to save $131,892

W2 employee/real estate investor

Utilized 2 key tax strategies to save $245,004

My business exploded, but now I’m afraid of the tax impact

Utilized 5 key tax strategies to save $178,556

Wrong entity structure

Utilized 5 key tax strategies to save $84,891

Sold a business…now what?

Utilized 2 key tax strategies to save $216,328