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

Real Estate Tax Strategies: $6,800 Reduction via Cost Segregation Study

Utilize real estate tax strategies to reduce your tax burden. A cost segregation study saved a client $6,800.

Retirement Tax Strategy Yields 15% Higher After-Tax Income

Discover how Pacific Gate Capital developed a comprehensive retirement tax strategy, resulting in significantly higher after-tax income for a client.

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Roth Conversion Ladder: $340K Tax Savings Over 10 Years

Executed a Roth conversion ladder for high-income earners, minimizing future tax liabilities. See how we saved them money!

Roth Conversion Ladder Saves Family $340,000 in Lifetime Taxes

Multi-year Roth conversion strategy minimized taxes for a family facing escalating income in retirement, resulting in significant savings.

RSU Optimization: 20% Tax Reduction on Vesting for Startup Founder

Discover how Summit Capital minimized tax exposure on RSU vesting for a startup founder, reducing their tax burden by 20%.

RSU Tax Management: $42K Saved on Vesting

Developed a comprehensive RSU tax management strategy, saving the client $42,000 in taxes upon vesting. Optimized equity compensation.

RSU Tax Management Saves Client $85,000 in Unexpected Taxes

Learn how Santos Financial Research Group helped a client avoid $85,000 in unexpected taxes on their Restricted Stock Units (RSUs).

RSU Vesting Plan: 25% Reduction in Concentration Risk

A structured plan for managing RSU vesting minimized tax liability and reduced the concentration of assets in a single company stock.

Santos Financial Achieves $340K Tax Savings via Income Shifting

Learn how Santos Financial Research Group reduced a high-income client's tax burden by $340,000 through strategic income shifting.

Santos Financial Boosts Alpha by 1.2% with Tax-Loss Harvesting

See how Santos Financial Research Group improved portfolio performance by 1.2% annually using systematic tax-loss harvesting strategies.

Santos Financial Secures $27,000 in QBI Deductions for Business Owner

Learn how Santos Financial Research Group secured a $27,000 Qualified Business Income (QBI) deduction for a small business owner.

Section 1031 Exchange: $1.2M Tax Deferred on Investment Property Sale

Strategic use of a Section 1031 exchange allowed a client to defer substantial capital gains taxes on the sale of investment property.

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