Tax Planning Case Studies

Tax planning case studies for wealth managers. Roth conversions, tax-loss harvesting, and bracket management strategies that deliver measurable tax alpha.

79 case studies

Accurate Estimated Tax Payments: Avoided $5K Penalties

Optimized estimated tax payments for a small business owner, avoiding $5,000 in potential penalties. Proactive tax planning.

AMT Planning: $35K Annual Tax Reduction for Executive

Developed a plan to minimize Alternative Minimum Tax (AMT) liability for an executive, resulting in significant yearly savings.

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Asset Location Strategy: 0.75% Portfolio Yield Increase After-Tax

See how Summit Capital's asset location strategy increased a client's after-tax portfolio yield by 0.75%.

Avoiding Wash Sales: $5K Tax Deduction Preserved for Investor

Learn how Summit Capital helped an investor avoid wash sales, preserving a $5K tax deduction.

Backdoor Roth Conversion: $87,000 Tax Savings for High-Income Earner

Maximize after-tax retirement savings with a strategic Backdoor Roth conversion. Learn how we saved our client $87,000 in taxes.

Backdoor Roth Conversion Strategy Adds $1.2M to Tax-Advantaged Assets

Learn how Pacific Gate Capital implemented a backdoor Roth conversion strategy, adding significant tax-advantaged assets for a client's retirement.

Benjamin Chow Harvests $180K in Tax Losses During Market Correction

Discover how Pacific Gate Capital proactively harvested tax losses during a market correction, significantly reducing a client's overall tax burden.

Benjamin Chow Implements Roth Conversions, Reduces Tax Burden by 28%

See how Pacific Gate Capital strategically implemented Roth conversions for a client, significantly reducing their overall tax burden and future liabilities.

Benjamin Chow Navigates Wash Sale Rules, Saves Client $65K

Discover how Pacific Gate Capital helped a client navigate complex wash sale rules, avoiding penalties and generating significant tax savings.

Charitable Deduction Strategy Cuts Tax Bill by $42,000

Learn how Pacific Gate Capital helped a client maximize charitable deductions, significantly reducing their tax bill through strategic giving.

Charitable Remainder Trust: $280,000 Tax Deduction from Appreciated Stock

Discover how a Charitable Remainder Trust generated a $280,000 tax deduction for a client holding highly appreciated stock.

Charitable Remainder Trust Cuts Taxes by 38% for Client

Discover how a Charitable Remainder Trust (CRT) reduced a Luminary Wealth client's capital gains taxes by 38% while supporting their favorite charity.

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