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

Tax Bracket Management: $9,500 Avoided by Preventing Tax Bracket Creep

Proactive tax bracket management avoids unnecessary tax increases. See how we saved a client $9,500.

Tax Bracket Optimization: $15,000 Saved by Income Smoothing

Strategic income smoothing helped a client avoid a higher tax bracket, resulting in significant tax savings and improved financial efficiency.

Back to All Case Studies

Tax-Loss Harvesting: $35K Capital Gains Offset for High-Net-Worth Client

See how Summit Capital used tax-loss harvesting to offset $35K in capital gains for a high-net-worth client, boosting after-tax returns.

Tech Exec Nets $85K Savings with Mega Backdoor Roth

Created a mega backdoor Roth strategy for a tech executive, reducing their taxable income and maximizing retirement savings potential. Optimized tax planning for high-income earners.

Wash Sale Navigation: Prevented $18K Disallowed Loss

Helped a client avoid a wash sale, preventing $18,000 in disallowed losses. Learn about wash sale rules and compliance.

Year-End Tax Loss Harvesting: $42,000 Reduction in Taxable Income

Maximize tax efficiency with year-end tax loss harvesting strategies. See how we reduced a client's taxable income by $42,000.

Year-End Tax Planning: $22K Charitable Donation Optimization

Optimized charitable giving strategies during year-end tax planning, helping a client increase deductions by $22,000.

PreviousPage 7 of 7

Stay Ahead

Get Tax Planning Insights

Join 2,000+ advisors receiving our latest benchmarks and tools.

Explore Categories

Lead Gen2781 Client Service2229 Retention289 Compliance190 Practice Management170 Client Onboarding128 Tax Planning79 Estate & Succession70 Niche Specialization49 Charitable Giving27

Why Golden Door?

Institutional-grade research standards
Data-driven benchmarks from 50+ firms
Actionable playbooks, not just theory