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

Mega Backdoor Roth Strategy Adds $56K Annually Tax-Free

Learn how a Mega Backdoor Roth strategy, expertly implemented, helps a client contribute an extra $56,000 per year to Roth, tax-free.

Mega Backdoor Roth Strategy Saves Tech Exec $340K in Taxes

Learn how Pacific Gate Capital created a mega backdoor Roth strategy for a tech executive, resulting in substantial long-term tax savings.

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Minimizing Estate Taxes: Saving Client's Heirs $250,000

See how Pacific Gate Capital developed an estate tax minimization strategy, saving a client's heirs a significant amount in estate taxes.

Multi-Year Roth Conversion Ladder: $340,000 Projected Lifetime Tax Savings

Create a Roth conversion ladder for tax-free retirement income. A client is projected to save $340,000 in taxes.

Net Operating Loss (NOL) Carryforward: $25K Tax Offset

Utilized a Net Operating Loss (NOL) carryforward to offset $25,000 in taxable income, reducing a business owner's tax liability.

Optimized Withdrawal Sequencing Saves $95K for Luminary Client

See how smart withdrawal strategies, guided by Sophia Martinez, saved a retiree $95,000 over two decades, preserving their nest egg.

Optimizing Stock Option Exercise: $50K Tax Reduction for Executive

See how Summit Capital optimized stock option exercise strategies, reducing an executive's tax burden by $50K.

Qualified Business Income (QBI) Deduction: $8K Savings

Helped a small business owner maximize their Qualified Business Income (QBI) deduction, resulting in $8,000 in tax savings.

Qualified Charitable Distribution (QCD): $8K Tax Savings for Retiree

Discover how Summit Capital used qualified charitable distributions (QCDs) to save a retiree $8K in taxes.

Qualified Opportunity Zone Investment: 15% Capital Gains Tax Deferral Achieved

Learn how a Qualified Opportunity Zone investment deferred 15% of a client's capital gains taxes while supporting community development.

Qualified Opportunity Zone Investment Deferral Achieves $150K

Explore how a Qualified Opportunity Zone (QOZ) investment deferred $150,000 in capital gains taxes for a Luminary Wealth client.

Qualified Opportunity Zone Investment: Projected $250K Tax Benefit

Guided a client through a Qualified Opportunity Zone investment, projecting a $250,000 tax benefit and fostering community development. Smart tax planning.

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