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

Section 1031 Exchange Deferral Saves $210K in Capital Gains

See how Luminary Wealth helped a client defer $210,000 in capital gains taxes through a properly structured Section 1031 exchange.

Sophia Martinez Achieves $340K Tax Savings Via Backdoor Roth

Learn how Luminary Wealth Partners helped a high-income client save $340,000 in taxes using a strategically implemented Backdoor Roth IRA conversion.

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State Tax Optimization: $12K Savings for Multi-State Business

Designed a state tax optimization strategy for a business owner operating in multiple states, saving $12,000 annually.

State Tax Optimization: $75K Saved for Multi-State Business Owner

Discover how Pacific Gate Capital crafted a state tax optimization strategy for a business owner operating in multiple states, yielding substantial savings.

State Tax Optimization: 22% Reduction for Multi-State Business

Developed a comprehensive state tax optimization strategy for a multi-state business owner, resulting in a 22% reduction in overall state tax liability.

Stock Option Tax Planning: 22% Reduction in AMT Liability

Mitigate the impact of stock option taxation with proactive planning. We helped a client reduce their AMT liability by 22%.

Strategic Roth Conversion Ladder: $340K in Lifetime Tax Savings

Learn how Summit Capital designed a strategic Roth conversion ladder to save a client $340K in lifetime taxes.

Strategic Roth Conversions Reduce Future Taxes by $68,000

See how Santos Financial Research Group reduced a client's future tax liabilities by an estimated $68,000 through strategic Roth conversions.

Tax-Advantaged Retirement Plan Cuts Taxable Income by $45,000

Discover how Santos Financial Research Group reduced a client's taxable income by $45,000 through strategic retirement plan contributions.

Tax Alpha Measurement: 1.2% Portfolio Outperformance

Implemented tax-smart investment strategies, resulting in a 1.2% portfolio outperformance compared to a tax-agnostic benchmark. Maximized after-tax returns.

Tax Alpha Measurement: 1.8% Improved After-Tax Portfolio Return

Learn how Summit Capital measures tax alpha, demonstrating a 1.8% improvement in after-tax portfolio return for clients.

Tax Alpha Measurement Improves Returns by 0.7%

See how Luminary Wealth Partners improved a client's portfolio returns by 0.7% by actively measuring and optimizing for tax alpha.

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