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

Charitable Trust Generates $1.2M Deduction for Appreciated Stock

Discover how Santos Financial Research Group generated a $1.2 million charitable deduction for a client with a highly appreciated stock position.

Estate Tax Reduction: $500,000 Savings Through ILIT Strategy

An Irrevocable Life Insurance Trust (ILIT) helped reduce estate taxes for a high-net-worth client, preserving wealth for future generations.

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Estimated Tax Optimization: Avoided $5K Underpayment Penalty

Optimized estimated tax payments for a self-employed client, avoiding a $5,000 underpayment penalty. See how we can help!

Estimated Tax Payment Optimization: Avoided $5,000 in Underpayment Penalties

Optimize estimated tax payments and avoid costly penalties. Our strategies helped a client avoid $5,000 in penalties.

Income Shifting Strategy: $12K Annual Tax Savings for Business Owner

Discover how Summit Capital used income shifting strategies to save a business owner $12K annually in taxes.

Income Shifting Strategy Saves Family $18,000 Annually

Discover how a family saved $18,000 annually by strategically shifting income to a lower-taxed family member with help from Sophia Martinez.

Inherited IRA Rollover: $60K in Taxes Avoided

Successfully navigated the complex rules surrounding an inherited IRA rollover, avoiding $60,000 in unnecessary taxes for the client.

K-1 Complexity: Reduced Tax Prep Time by 60%

Streamlined K-1 income reporting for a client, cutting tax preparation time by 60%. We navigate complex partnership structures.

K-1 Complexity Resolved: $12,000 in Unclaimed Deductions Identified

Navigate the complexities of K-1 reporting with expert tax planning. We identified $12,000 in unclaimed deductions for a client.

K-1 Optimization Strategy Yields $62,000 Tax Deduction

See how Santos Financial Research Group generated a $62,000 tax deduction by optimizing K-1 income for a client with partnership interests.

Mega Backdoor Roth: $110K Tax-Free Growth for Tech Executive

Learn how Summit Capital helped a tech executive leverage the mega backdoor Roth, maximizing tax-free growth and retirement savings.

Mega Backdoor Roth: $55K Tax-Advantaged Contribution Annually

Implementing a mega backdoor Roth strategy allowed a high-income client to maximize tax-advantaged retirement savings beyond traditional limits.

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