Amended Returns Recover $100K
How a review of 2 prior year returns for a surgical practice identified overlooked deductions and reporting errors, producing $100,000 in refunds through amended filings.
Read the Case StudyCase Studies
596 anonymized tax planning results for business owners, real estate investors, and high-income professionals.
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Every case study below reflects the kind of work we do: cost segregation and depreciation strategy, entity design, reasonable compensation, retirement plan structuring, pass-through entity tax elections, and prior year recovery. All studies are anonymized, all figures are rounded, and no client names or identifying details appear anywhere. Strategies depend entirely on facts and circumstances and are not universal recommendations.
596 case studies
Amended Returns Recover $107K
How a review of 3 prior year returns for an e-commerce brand identified overlooked deductions and reporting errors, producing $107,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $108K
How a review of 2 prior year returns for a management consulting partner identified overlooked deductions and reporting errors, producing $108,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $111K
How a review of 3 prior year returns for a trucking and logistics company identified overlooked deductions and reporting errors, producing $111,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $113K
How a review of 2 prior year returns for a petroleum engineer identified overlooked deductions and reporting errors, producing $113,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $118K
How a review of 2 prior year returns for a physical therapy practice identified overlooked deductions and reporting errors, producing $118,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $18K
How a review of 3 prior year returns for a CRNA identified overlooked deductions and reporting errors, producing $17,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $18K (Virginia)
How a review of 3 prior year returns for a med spa identified overlooked deductions and reporting errors, producing $17,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $21K
How a review of 2 prior year returns for an electrical contracting business identified overlooked deductions and reporting errors, producing $21,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $22K
How a review of 2 prior year returns for an e-commerce brand identified overlooked deductions and reporting errors, producing $22,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $25K
How a review of 3 prior year returns for a cybersecurity director identified overlooked deductions and reporting errors, producing $25,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $27K
How a review of 2 prior year returns for a freight brokerage identified overlooked deductions and reporting errors, producing $27,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $29K
How a review of 3 prior year returns for a dental practice identified overlooked deductions and reporting errors, producing $29,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $34K
How a review of 2 prior year returns for a dermatologist identified overlooked deductions and reporting errors, producing $34,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $36K
How a review of 2 prior year returns for an event production company identified overlooked deductions and reporting errors, producing $35,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $40K
How a review of 3 prior year returns for a surgical practice identified overlooked deductions and reporting errors, producing $39,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $44K
How a review of 2 prior year returns for a psychiatrist identified overlooked deductions and reporting errors, producing $43,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $44K (Vermont)
How a review of 2 prior year returns for an aerospace systems engineer identified overlooked deductions and reporting errors, producing $44,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $46K
How a review of 2 prior year returns for a specialty pharmacy identified overlooked deductions and reporting errors, producing $46,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $46K (Alaska)
How a review of 3 prior year returns for a medical billing company identified overlooked deductions and reporting errors, producing $45,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $48K
How a review of 3 prior year returns for a custom cabinetry shop identified overlooked deductions and reporting errors, producing $48,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $48K (Washington)
How a review of 3 prior year returns for an e-commerce brand identified overlooked deductions and reporting errors, producing $48,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $50K
How a review of 3 prior year returns for a cardiologist identified overlooked deductions and reporting errors, producing $49,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $51K
How a review of 2 prior year returns for a pool construction company identified overlooked deductions and reporting errors, producing $51,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $54K
How a review of 3 prior year returns for an engineering program manager identified overlooked deductions and reporting errors, producing $53,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $55K
How a review of 2 prior year returns for a residential landscaping company identified overlooked deductions and reporting errors, producing $55,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $56K
How a review of 2 prior year returns for a chief technology officer identified overlooked deductions and reporting errors, producing $56,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $58K
How a review of 2 prior year returns for a private equity principal identified overlooked deductions and reporting errors, producing $57,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $61K
How a review of 3 prior year returns for a home health agency identified overlooked deductions and reporting errors, producing $61,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $62K
How a review of 2 prior year returns for a private equity principal identified overlooked deductions and reporting errors, producing $61,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $70K
How a review of 2 prior year returns for an aerospace systems engineer identified overlooked deductions and reporting errors, producing $69,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $72K
How a review of 3 prior year returns for a corporate finance executive identified overlooked deductions and reporting errors, producing $71,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $74K
How a review of 3 prior year returns for a dental practice identified overlooked deductions and reporting errors, producing $74,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $78K
How a review of 3 prior year returns for a dental practice identified overlooked deductions and reporting errors, producing $77,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $84K
How a review of 2 prior year returns for a regional sales director identified overlooked deductions and reporting errors, producing $84,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $94K
How a review of 2 prior year returns for a hospital administrator identified overlooked deductions and reporting errors, producing $94,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $95K
How a review of 2 prior year returns for an engineering program manager identified overlooked deductions and reporting errors, producing $95,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $96K
How a review of 3 prior year returns for a print and signage shop identified overlooked deductions and reporting errors, producing $95,500 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $97K
How a review of 2 prior year returns for a plumbing contractor identified overlooked deductions and reporting errors, producing $97,000 in refunds through amended filings.
Read the Case StudyAmended Returns Recover $98K
How a review of 2 prior year returns for a physical therapy practice identified overlooked deductions and reporting errors, producing $97,500 in refunds through amended filings.
Read the Case StudyAmazon FBA Seller Saves $58K with S-Corp and Inventory Method Change
How an Amazon FBA seller with $2.1M revenue restructured from Schedule C to S-Corp and implemented an inventory accounting method change, saving $58,000 annually.
Read the Case StudyBusiness Exit: QSBS Exclusion and Stock Sale Negotiation
How a manufacturing company owner selling the business for $6M used the Qualified Small Business Stock exclusion under IRC Section 1202 and stock sale structuring to exclude $5.66M in capita...
Read the Case StudyBusiness Owner Recovers $19K with Retroactive S-Corp Late Election Relief
How a business owner who missed the S-Corp election deadline filed Form 2553 with late election relief under Rev. Proc. 2013-30, saving $19,000 retroactively in the first year.
Read the Case StudyBusiness Owner Recovers $42K via Amended Returns for Missed Deductions
How a business owner's prior CPA missed $153K in Schedule C deductions by misclassifying income. Filed 1040-X for 3 years and recovered $42,000 in overpaid taxes.
Read the Case StudyBusiness Owner Recovers $48K After 6 Years in the Wrong Entity Type
How a business owner who operated as a sole proprietor for 6 years when S-Corp would have saved $25K/year filed a late S-Corp election and amended returns, recovering $48,000.
Read the Case StudyBusiness Owner Saves $28K Optimizing QBI Deduction Before Phase-Out
How a business owner at $425K taxable income used retirement contributions, timing strategies, and W-2 wage optimization to preserve the full Section 199A QBI deduction and save $28,000.
Read the Case StudyBusiness Owner Saves $54K/Year with Holding Company Restructuring
How a business owner with 4 operating LLCs created a holding company structure for centralized management, IP licensing, and tax-efficient distributions, saving $54,000 per year.
Read the Case StudyBusiness-Owning Couple Saves $23K Using PTET to Bypass SALT Cap
How a business-owning couple in a high-tax state used the Pass-Through Entity Tax election to bypass the $10K SALT cap, saving $23,000 in combined state and federal taxes.
Read the Case StudyC-Corp Shift: $1.1M From 37% to 21%
How an e-commerce brand with $3,190,000 of annual profit moved $1,100,000 into a C corporation taxed at 21%, saving approximately $176,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.1M From 37% to 21% (Minnesota)
How a roofing contractor with $3,700,000 of annual profit moved $1,080,000 into a C corporation taxed at 21%, saving approximately $173,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.2M From 37% to 21%
How a fencing and decking company with $4,530,000 of annual profit moved $1,240,000 into a C corporation taxed at 21%, saving approximately $198,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.3M From 37% to 21%
How a bookkeeping and CFO services firm with $3,990,000 of annual profit moved $1,285,000 into a C corporation taxed at 21%, saving approximately $205,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.3M From 37% to 21% (Colorado)
How a diagnostic imaging center with $4,000,000 of annual profit moved $1,345,000 into a C corporation taxed at 21%, saving approximately $215,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.5M From 37% to 21%
How a pet care and boarding business with $4,210,000 of annual profit moved $1,460,000 into a C corporation taxed at 21%, saving approximately $233,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.5M From 37% to 21% (Idaho)
How a commercial cleaning company with $4,920,000 of annual profit moved $1,480,000 into a C corporation taxed at 21%, saving approximately $237,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.6M From 37% to 21%
How a general contracting firm with $3,910,000 of annual profit moved $1,620,000 into a C corporation taxed at 21%, saving approximately $259,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.6M From 37% to 21% (Maine)
How a pet care and boarding business with $4,630,000 of annual profit moved $1,645,000 into a C corporation taxed at 21%, saving approximately $263,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.7M From 37% to 21%
How a salon and spa group with $4,380,000 of annual profit moved $1,725,000 into a C corporation taxed at 21%, saving approximately $276,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.7M From 37% to 21% (Wisconsin)
How a home health agency with $4,650,000 of annual profit moved $1,705,000 into a C corporation taxed at 21%, saving approximately $273,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $1.8M From 37% to 21%
How a fencing and decking company with $5,290,000 of annual profit moved $1,820,000 into a C corporation taxed at 21%, saving approximately $291,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $205K From 37% to 21%
How a freight brokerage with $870,000 of annual profit moved $205,000 into a C corporation taxed at 21%, saving approximately $33,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $210K From 37% to 21%
How a security systems installer with $820,000 of annual profit moved $210,000 into a C corporation taxed at 21%, saving approximately $33,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $215K From 37% to 21%
How an architecture studio with $710,000 of annual profit moved $215,000 into a C corporation taxed at 21%, saving approximately $34,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $220K From 37% to 21%
How an insurance agency with $750,000 of annual profit moved $220,000 into a C corporation taxed at 21%, saving approximately $35,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $250K From 37% to 21%
How a commercial cleaning company with $870,000 of annual profit moved $250,000 into a C corporation taxed at 21%, saving approximately $40,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $2M From 37% to 21%
How a fitness studio group with $4,460,000 of annual profit moved $1,955,000 into a C corporation taxed at 21%, saving approximately $313,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $2M From 37% to 21% (Kansas)
How a plumbing contractor with $5,080,000 of annual profit moved $1,980,000 into a C corporation taxed at 21%, saving approximately $317,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $335K From 37% to 21%
How an optometry practice with $920,000 of annual profit moved $335,000 into a C corporation taxed at 21%, saving approximately $53,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $335K From 37% to 21% (Missouri)
How an engineering consultancy with $1,410,000 of annual profit moved $335,000 into a C corporation taxed at 21%, saving approximately $53,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $485K From 37% to 21%
How a fencing and decking company with $1,650,000 of annual profit moved $485,000 into a C corporation taxed at 21%, saving approximately $77,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $505K From 37% to 21%
How a custom cabinetry shop with $2,110,000 of annual profit moved $505,000 into a C corporation taxed at 21%, saving approximately $81,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $525K From 37% to 21%
How a fencing and decking company with $1,820,000 of annual profit moved $525,000 into a C corporation taxed at 21%, saving approximately $84,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $540K From 37% to 21%
How a management consulting practice with $1,530,000 of annual profit moved $540,000 into a C corporation taxed at 21%, saving approximately $86,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $540K From 37% to 21% (Kansas)
How an event production company with $1,890,000 of annual profit moved $540,000 into a C corporation taxed at 21%, saving approximately $86,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $570K From 37% to 21%
How a security systems installer with $1,820,000 of annual profit moved $570,000 into a C corporation taxed at 21%, saving approximately $91,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $660K From 37% to 21%
How a med spa with $2,110,000 of annual profit moved $660,000 into a C corporation taxed at 21%, saving approximately $105,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $715K From 37% to 21%
How an electrical contracting business with $2,350,000 of annual profit moved $715,000 into a C corporation taxed at 21%, saving approximately $114,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $740K From 37% to 21%
How a boutique law practice with $3,140,000 of annual profit moved $740,000 into a C corporation taxed at 21%, saving approximately $118,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $760K From 37% to 21%
How a medical billing company with $1,760,000 of annual profit moved $760,000 into a C corporation taxed at 21%, saving approximately $121,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $790K From 37% to 21%
How a tutoring and enrichment company with $3,000,000 of annual profit moved $790,000 into a C corporation taxed at 21%, saving approximately $126,500 per year while funding growth.
Read the Case StudyC-Corp Shift: $850K From 37% to 21%
How a surgical practice with $3,270,000 of annual profit moved $850,000 into a C corporation taxed at 21%, saving approximately $136,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $850K From 37% to 21% (Arizona)
How a physical therapy practice with $2,920,000 of annual profit moved $850,000 into a C corporation taxed at 21%, saving approximately $136,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $870K From 37% to 21%
How a dental practice with $2,210,000 of annual profit moved $870,000 into a C corporation taxed at 21%, saving approximately $139,000 per year while funding growth.
Read the Case StudyC-Corp Shift: $940K From 37% to 21%
How an engineering consultancy with $2,540,000 of annual profit moved $940,000 into a C corporation taxed at 21%, saving approximately $150,500 per year while funding growth.
Read the Case StudyCash Balance Stack: $145K Deducted
How the owner of a sleep medicine practice, age 44, combined a cash balance plan with a 401(k) profit sharing plan to deduct $145,000 in a single year and reduce tax by approximately $55,000...
Read the Case StudyCash Balance Stack: $165K Deducted
How the owner of a plumbing contractor, age 45, combined a cash balance plan with a 401(k) profit sharing plan to deduct $165,000 in a single year and reduce tax by approximately $67,500.
Read the Case StudyCash Balance Stack: $165K Deducted (Missouri)
How the owner of a solar installation company, age 46, combined a cash balance plan with a 401(k) profit sharing plan to deduct $165,000 in a single year and reduce tax by approximately $69,...
Read the Case StudyCash Balance Stack: $165K Deducted (South Dakota)
How the owner of a tutoring and enrichment company, age 44, combined a cash balance plan with a 401(k) profit sharing plan to deduct $165,000 in a single year and reduce tax by approximately...
Read the Case StudyCash Balance Stack: $170K Deducted
How the owner of an internal medicine practice, age 44, combined a cash balance plan with a 401(k) profit sharing plan to deduct $170,000 in a single year and reduce tax by approximately $72...
Read the Case StudyCash Balance Stack: $175K Deducted
How the owner of a pediatric practice, age 47, combined a cash balance plan with a 401(k) profit sharing plan to deduct $175,000 in a single year and reduce tax by approximately $80,000.
Read the Case StudyCash Balance Stack: $180K Deducted
How the owner of an e-commerce brand, age 47, combined a cash balance plan with a 401(k) profit sharing plan to deduct $180,000 in a single year and reduce tax by approximately $75,000.
Read the Case StudyCash Balance Stack: $190K Deducted
How the owner of a roofing contractor, age 45, combined a cash balance plan with a 401(k) profit sharing plan to deduct $190,000 in a single year and reduce tax by approximately $81,500.
Read the Case StudyCash Balance Stack: $200K Deducted
How the owner of a med spa, age 47, combined a cash balance plan with a 401(k) profit sharing plan to deduct $200,000 in a single year and reduce tax by approximately $92,000.
Read the Case StudyCash Balance Stack: $200K Deducted (Massachusetts)
How the owner of a SaaS company, age 46, combined a cash balance plan with a 401(k) profit sharing plan to deduct $199,500 in a single year and reduce tax by approximately $92,000.
Read the Case StudyCash Balance Stack: $202K Deducted
How the owner of an insurance agency, age 49, combined a cash balance plan with a 401(k) profit sharing plan to deduct $202,000 in a single year and reduce tax by approximately $80,500.
Read the Case StudyCash Balance Stack: $205K Deducted
How the owner of an e-commerce brand, age 47, combined a cash balance plan with a 401(k) profit sharing plan to deduct $205,000 in a single year and reduce tax by approximately $98,000.
Read the Case StudyCash Balance Stack: $225K Deducted
How the owner of a tutoring and enrichment company, age 48, combined a cash balance plan with a 401(k) profit sharing plan to deduct $225,000 in a single year and reduce tax by approximately...
Read the Case StudyCash Balance Stack: $228K Deducted
How the owner of a physical therapy practice, age 50, combined a cash balance plan with a 401(k) profit sharing plan to deduct $228,000 in a single year and reduce tax by approximately $95,5...
Read the Case StudyCash Balance Stack: $233K Deducted
How the owner of an ophthalmology practice, age 51, combined a cash balance plan with a 401(k) profit sharing plan to deduct $233,000 in a single year and reduce tax by approximately $86,000...
Read the Case StudyCash Balance Stack: $235K Deducted
How the owner of a salon and spa group, age 49, combined a cash balance plan with a 401(k) profit sharing plan to deduct $235,000 in a single year and reduce tax by approximately $99,000.
Read the Case StudyCash Balance Stack: $236K Deducted
How the owner of a craft beverage producer, age 53, combined a cash balance plan with a 401(k) profit sharing plan to deduct $236,500 in a single year and reduce tax by approximately $94,000...
Read the Case StudyCash Balance Stack: $241K Deducted
How the owner of a roofing contractor, age 51, combined a cash balance plan with a 401(k) profit sharing plan to deduct $241,000 in a single year and reduce tax by approximately $98,000.
Read the Case StudyCash Balance Stack: $248K Deducted
How the owner of an architecture studio, age 50, combined a cash balance plan with a 401(k) profit sharing plan to deduct $248,000 in a single year and reduce tax by approximately $92,000.
Read the Case StudyCash Balance Stack: $253K Deducted
How the owner of an orthodontic practice, age 53, combined a cash balance plan with a 401(k) profit sharing plan to deduct $253,000 in a single year and reduce tax by approximately $93,500.
Read the Case StudyCash Balance Stack: $256K Deducted
How the owner of a digital marketing agency, age 52, combined a cash balance plan with a 401(k) profit sharing plan to deduct $255,500 in a single year and reduce tax by approximately $89,50...
Read the Case StudyCash Balance Stack: $258K Deducted
How the owner of a craft beverage producer, age 55, combined a cash balance plan with a 401(k) profit sharing plan to deduct $258,000 in a single year and reduce tax by approximately $95,500...
Read the Case StudyCash Balance Stack: $263K Deducted
How the owner of a food manufacturing business, age 51, combined a cash balance plan with a 401(k) profit sharing plan to deduct $263,000 in a single year and reduce tax by approximately $97...
Read the Case StudyCash Balance Stack: $263K Deducted (Oklahoma)
How the owner of a physical therapy practice, age 54, combined a cash balance plan with a 401(k) profit sharing plan to deduct $263,000 in a single year and reduce tax by approximately $104,...
Read the Case StudyCash Balance Stack: $268K Deducted
How the owner of an electrical contracting business, age 51, combined a cash balance plan with a 401(k) profit sharing plan to deduct $268,000 in a single year and reduce tax by approximatel...
Read the Case StudyCash Balance Stack: $273K Deducted
How the owner of an architecture studio, age 51, combined a cash balance plan with a 401(k) profit sharing plan to deduct $273,000 in a single year and reduce tax by approximately $137,500.
Read the Case StudyCash Balance Stack: $273K Deducted (Maine)
How the owner of a family dental practice, age 54, combined a cash balance plan with a 401(k) profit sharing plan to deduct $273,000 in a single year and reduce tax by approximately $120,500...
Read the Case StudyCash Balance Stack: $273K Deducted (Oregon)
How the owner of an electrical contracting business, age 56, combined a cash balance plan with a 401(k) profit sharing plan to deduct $273,000 in a single year and reduce tax by approximatel...
Read the Case StudyCash Balance Stack: $278K Deducted
How the owner of a chiropractic practice, age 53, combined a cash balance plan with a 401(k) profit sharing plan to deduct $278,000 in a single year and reduce tax by approximately $116,500.
Read the Case StudyCash Balance Stack: $283K Deducted
How the owner of a food manufacturing business, age 57, combined a cash balance plan with a 401(k) profit sharing plan to deduct $283,000 in a single year and reduce tax by approximately $13...
Read the Case StudyCash Balance Stack: $293K Deducted
How the owner of a physical therapy practice, age 57, combined a cash balance plan with a 401(k) profit sharing plan to deduct $293,000 in a single year and reduce tax by approximately $125,...
Read the Case StudyCash Balance Stack: $298K Deducted
How the owner of a SaaS company, age 55, combined a cash balance plan with a 401(k) profit sharing plan to deduct $298,000 in a single year and reduce tax by approximately $137,000.
Read the Case StudyCash Balance Stack: $298K Deducted (Nevada)
How the owner of an orthodontic practice, age 54, combined a cash balance plan with a 401(k) profit sharing plan to deduct $298,000 in a single year and reduce tax by approximately $110,500.
Read the Case StudyCash Balance Stack: $303K Deducted
How the owner of a home health agency, age 58, combined a cash balance plan with a 401(k) profit sharing plan to deduct $303,000 in a single year and reduce tax by approximately $126,500.
Read the Case StudyCash Balance Stack: $308K Deducted
How the owner of an optometry practice, age 59, combined a cash balance plan with a 401(k) profit sharing plan to deduct $308,000 in a single year and reduce tax by approximately $129,500.
Read the Case StudyCash Balance Stack: $328K Deducted
How the owner of a food manufacturing business, age 55, combined a cash balance plan with a 401(k) profit sharing plan to deduct $328,000 in a single year and reduce tax by approximately $13...
Read the Case StudyCash Balance Stack: $328K Deducted (Oklahoma)
How the owner of a salon and spa group, age 60, combined a cash balance plan with a 401(k) profit sharing plan to deduct $328,000 in a single year and reduce tax by approximately $137,000.
Read the Case StudyCash Balance Stack: $340K Deducted
How the owner of an anesthesia group, age 61, combined a cash balance plan with a 401(k) profit sharing plan to deduct $339,500 in a single year and reduce tax by approximately $129,000.
Read the Case StudyCash Balance Stack: $348K Deducted
How the owner of a security systems installer, age 58, combined a cash balance plan with a 401(k) profit sharing plan to deduct $348,000 in a single year and reduce tax by approximately $166...
Read the Case StudyCash Balance Stack: $353K Deducted
How the owner of a specialty pharmacy, age 62, combined a cash balance plan with a 401(k) profit sharing plan to deduct $353,000 in a single year and reduce tax by approximately $148,000.
Read the Case StudyCash Balance Stack: $353K Deducted (Delaware)
How the owner of an ophthalmology practice, age 60, combined a cash balance plan with a 401(k) profit sharing plan to deduct $353,000 in a single year and reduce tax by approximately $154,00...
Read the Case StudyCash Balance Stack: $373K Deducted
How the owner of an electrical contracting business, age 59, combined a cash balance plan with a 401(k) profit sharing plan to deduct $373,000 in a single year and reduce tax by approximatel...
Read the Case StudyCash Balance Stack: $388K Deducted
How the owner of a medical billing company, age 62, combined a cash balance plan with a 401(k) profit sharing plan to deduct $388,000 in a single year and reduce tax by approximately $143,50...
Read the Case StudyCash Balance Stack: $403K Deducted
How the owner of a custom cabinetry shop, age 63, combined a cash balance plan with a 401(k) profit sharing plan to deduct $403,000 in a single year and reduce tax by approximately $192,500.
Read the Case StudyCash Balance Stack: $413K Deducted
How the owner of a sleep medicine practice, age 61, combined a cash balance plan with a 401(k) profit sharing plan to deduct $413,000 in a single year and reduce tax by approximately $176,50...
Read the Case StudyCash Balance Stack: $423K Deducted
How the owner of an anesthesia group, age 63, combined a cash balance plan with a 401(k) profit sharing plan to deduct $423,000 in a single year and reduce tax by approximately $172,500.
Read the Case StudyConstruction Company Deducts $890K in Equipment via Section 179 + Bonus Depreciation
How a construction company purchased $890K in equipment and used Section 179 plus bonus depreciation for full Year 1 deduction, eliminating current-year tax liability.
Read the Case StudyConstruction Company Equipment Depreciation and Entity Layering
How a $4M construction company used Section 179 and bonus depreciation on $620K in equipment purchases, combined with a management company structure, to save $156,000 in a single tax year.
Read the Case StudyConstruction Company Saves $320K by Switching to Completed Contract Method
How a $5M construction company switched from percentage-of-completion to completed contract accounting method, deferring $320K in taxes through strategic revenue recognition timing.
Read the Case StudyConsulting Partnership Saves $36K/Year with S-Corp Restructuring
How a two-partner consulting firm restructured from a partnership to an S-Corp, reducing each partner's self-employment tax by $18K per year through reasonable compensation optimization.
Read the Case StudyDropshipping Business Saves $31K with Entity Consolidation and Multistate Cleanup
How a dropshipping business with nexus in 12 states consolidated its entity structure and reduced state filing obligations, saving $31,000 annually in taxes and compliance costs.
Read the Case StudyE-Commerce Sole Prop to S-Corp Entity Restructuring
How an e-commerce business owner generating $1.2M in annual revenue restructured from a sole proprietorship to an S-Corp, saving $47,000 per year in self-employment and income taxes through...
Read the Case StudyEquipment Leasing: Section 179 Stacking and Form 3115 Catch-Up
How an equipment leasing company generating $1.8M in revenue used Section 179 stacking, bonus depreciation, a Form 3115 accounting method change for catch-up depreciation, and S-Corp electio...
Read the Case StudyFamily Business Owner Saves $39K with Income Splitting Across Entities
How a family business owner used multiple entities to employ family members, shift income to lower brackets, and fund retirement plans, saving $39,000 annually.
Read the Case StudyFour-LLC Consolidation Under Management Company
How a business owner operating four separate LLCs consolidated operations under a management company S-Corp with a retirement plan and accountable plan, saving $78,000 per year.
Read the Case StudyFranchise Owner: Seven Locations with Centralized Tax Planning
How a franchise owner operating 7 locations saved $134,000 through a C-Corp management company, defined benefit plan, FICA tip credit, Work Opportunity Tax Credit, and cost segregation on ow...
Read the Case StudyFreelance Consultant Saves $22K/Year with S-Corp Election and Payroll Setup
How a freelance consultant earning $340K on Schedule C elected S-Corp status, set up payroll at $85K reasonable compensation, and implemented a Solo 401(k) to save $22,000 per year.
Read the Case StudyFreelance Designer Saves $18K with Home Office + Vehicle Depreciation + SEP-IRA
How a freelance designer earning $185K implemented home office, Section 179 vehicle depreciation on a 6,000+ lb SUV, and a SEP-IRA to save $18,000 annually.
Read the Case StudyGeneral Contractor Saves $41K/Year with S-Corp Restructuring
How a general contractor earning $580K on Schedule C restructured to an S-Corp with $120K reasonable compensation, implemented an accountable plan and Solo 401(k), and saved $41,000 per year...
Read the Case StudyHusband-Wife Three-Business Joint Filing Optimization and Entity Consolidation
How a husband-wife team running three businesses optimized joint filing, consolidated entities, and implemented stacked retirement plans to save $91,000 annually.
Read the Case StudyInsurance Agency Commission-Based Entity and Compensation Optimization
How an insurance agency generating $2M in commission revenue optimized entity structure with S-Corp layering and deferred compensation to save $54,000 annually.
Read the Case StudyInternational Business Owner Treaty Planning and GILTI Optimization Strategy
How an international business owner with operations in the US and abroad used treaty planning and GILTI optimization to save $136,000 annually.
Read the Case StudyLandscaping Contractor Section 179 Equipment Stacking and S-Corp Strategy
How a landscaping and contracting company generating $1.2M in revenue stacked Section 179 deductions on equipment, optimized vehicle depreciation, and implemented an S-Corp with retirement p...
Read the Case StudyLaw Firm Partner S-Corp Election and Cash Balance Pension Plan
How a law firm partner generating $1.5M in revenue implemented an S-Corp election with optimized reasonable compensation and a cash balance pension plan to save $95,000 annually.
Read the Case StudyManagement Consultant Saves $36K/Year with S-Corp + Solo 401(k) + Augusta Rule
How a management consultant earning $420K used S-Corp election, Solo 401(k), accountable plan, and Augusta Rule to save $36,000 per year.
Read the Case StudyManufacturing Company R&D Tax Credit and MACRS Depreciation Acceleration
How a manufacturing company generating $8M in revenue implemented the R&D tax credit on process improvements and accelerated MACRS depreciation on production equipment to save $142,000 annua...
Read the Case StudyMarketing Agency Home Office, Augusta Rule, and S-Corp Optimization
How a marketing agency generating $900K in revenue combined a home office deduction, the Augusta Rule for rental income exclusion, and S-Corp optimization to save $41,000 annually.
Read the Case StudyMixed-Use Developer: Opportunity Zone and Cost Segregation
How a mixed-use real estate developer used a Qualified Opportunity Zone fund combined with cost segregation on new construction and the Section 179D energy deduction to save $195,000 in taxe...
Read the Case StudyNonprofit Founder Related Party Transaction and Tax-Exempt Planning Strategy
How a nonprofit founder with related for-profit entities optimized related party transactions and tax-exempt planning to save $78,000 annually.
Read the Case StudyOwner of 3 S-Corps Saves $67K with QBI Aggregation and Cross-Entity Planning
How a business owner operating three S-Corporations aggregated businesses for QBI purposes, implemented cross-entity management fees, and consolidated retirement plans to save $67,000 annual...
Read the Case StudyPTET and Restructuring: $102K Saved
How a medical billing company operating across 5 entities in Iowa consolidated its structure and elected pass-through entity tax treatment, recovering approximately $101,500 per year.
Read the Case StudyPTET and Restructuring: $102K Saved (Louisiana)
How a pet care and boarding business operating across 5 entities in Louisiana consolidated its structure and elected pass-through entity tax treatment, recovering approximately $102,500 per...
Read the Case StudyPTET and Restructuring: $108K Saved
How a roofing contractor operating across 3 entities in Illinois consolidated its structure and elected pass-through entity tax treatment, recovering approximately $107,500 per year.
Read the Case StudyPTET and Restructuring: $114K Saved
How an engineering consultancy operating across 3 entities in Illinois consolidated its structure and elected pass-through entity tax treatment, recovering approximately $114,000 per year.
Read the Case StudyPTET and Restructuring: $120K Saved
How a pet care and boarding business operating across 3 entities in Louisiana consolidated its structure and elected pass-through entity tax treatment, recovering approximately $120,000 per...
Read the Case StudyPTET and Restructuring: $126K Saved
How a commercial cleaning company operating across 3 entities in Minnesota consolidated its structure and elected pass-through entity tax treatment, recovering approximately $126,000 per yea...
Read the Case StudyPTET and Restructuring: $130K Saved
How an optometry practice operating across 4 entities in New Mexico consolidated its structure and elected pass-through entity tax treatment, recovering approximately $130,500 per year.
Read the Case StudyPTET and Restructuring: $132K Saved
How an equipment rental business operating across 4 entities in Arizona consolidated its structure and elected pass-through entity tax treatment, recovering approximately $132,000 per year.
Read the Case StudyPTET and Restructuring: $132K Saved (New Jersey)
How a pet care and boarding business operating across 2 entities in New Jersey consolidated its structure and elected pass-through entity tax treatment, recovering approximately $132,000 per...
Read the Case StudyPTET and Restructuring: $134K Saved
How a photography and video studio operating across 5 entities in Idaho consolidated its structure and elected pass-through entity tax treatment, recovering approximately $134,000 per year.
Read the Case StudyPTET and Restructuring: $136K Saved
How a chiropractic practice operating across 5 entities in New York consolidated its structure and elected pass-through entity tax treatment, recovering approximately $136,000 per year.
Read the Case StudyPTET and Restructuring: $138K Saved
How a solar installation company operating across 3 entities in New Mexico consolidated its structure and elected pass-through entity tax treatment, recovering approximately $138,500 per yea...
Read the Case StudyPTET and Restructuring: $140K Saved
How a tutoring and enrichment company operating across 4 entities in South Carolina consolidated its structure and elected pass-through entity tax treatment, recovering approximately $140,50...
Read the Case StudyPTET and Restructuring: $144K Saved
How a surgical practice operating across 4 entities in New Mexico consolidated its structure and elected pass-through entity tax treatment, recovering approximately $144,000 per year.
Read the Case StudyPTET and Restructuring: $146K Saved
How a software development shop operating across 2 entities in Utah consolidated its structure and elected pass-through entity tax treatment, recovering approximately $146,000 per year.
Read the Case StudyPTET and Restructuring: $146K Saved (Michigan)
How a med spa operating across 3 entities in Michigan consolidated its structure and elected pass-through entity tax treatment, recovering approximately $146,000 per year.
Read the Case StudyPTET and Restructuring: $160K Saved
How a specialty trades contractor operating across 4 entities in Alabama consolidated its structure and elected pass-through entity tax treatment, recovering approximately $159,500 per year.
Read the Case StudyPTET and Restructuring: $167K Saved
How a management consulting practice operating across 5 entities in Arkansas consolidated its structure and elected pass-through entity tax treatment, recovering approximately $167,000 per y...
Read the Case StudyPTET and Restructuring: $182K Saved
How a chiropractic practice operating across 5 entities in Utah consolidated its structure and elected pass-through entity tax treatment, recovering approximately $182,500 per year.
Read the Case StudyPTET and Restructuring: $198K Saved
How a dental practice operating across 3 entities in Idaho consolidated its structure and elected pass-through entity tax treatment, recovering approximately $198,500 per year.
Read the Case StudyPTET and Restructuring: $218K Saved
How an architecture studio operating across 3 entities in Oregon consolidated its structure and elected pass-through entity tax treatment, recovering approximately $218,000 per year.
Read the Case StudyPTET and Restructuring: $228K Saved
How a chiropractic practice operating across 5 entities in Minnesota consolidated its structure and elected pass-through entity tax treatment, recovering approximately $228,000 per year.
Read the Case StudyPTET and Restructuring: $238K Saved
How a print and signage shop operating across 4 entities in Massachusetts consolidated its structure and elected pass-through entity tax treatment, recovering approximately $238,000 per year...
Read the Case StudyPTET and Restructuring: $32K Saved
How an event production company operating across 2 entities in Michigan consolidated its structure and elected pass-through entity tax treatment, recovering approximately $32,000 per year.
Read the Case StudyPTET and Restructuring: $36K Saved
How a solar installation company operating across 4 entities in New Mexico consolidated its structure and elected pass-through entity tax treatment, recovering approximately $36,500 per year...
Read the Case StudyPTET and Restructuring: $36K Saved (Idaho)
How a bookkeeping and CFO services firm operating across 3 entities in Idaho consolidated its structure and elected pass-through entity tax treatment, recovering approximately $35,500 per ye...
Read the Case StudyPTET and Restructuring: $38K Saved
How a roofing contractor operating across 2 entities in South Carolina consolidated its structure and elected pass-through entity tax treatment, recovering approximately $38,000 per year.
Read the Case StudyPTET and Restructuring: $43K Saved
How a general contracting firm operating across 2 entities in Alabama consolidated its structure and elected pass-through entity tax treatment, recovering approximately $43,000 per year.
Read the Case StudyPTET and Restructuring: $44K Saved
How a specialty trades contractor operating across 5 entities in Michigan consolidated its structure and elected pass-through entity tax treatment, recovering approximately $43,500 per year.
Read the Case StudyPTET and Restructuring: $60K Saved
How a management consulting practice operating across 5 entities in Georgia consolidated its structure and elected pass-through entity tax treatment, recovering approximately $60,000 per yea...
Read the Case StudyPTET and Restructuring: $61K Saved
How a print and signage shop operating across 2 entities in Kansas consolidated its structure and elected pass-through entity tax treatment, recovering approximately $61,000 per year.
Read the Case StudyPTET and Restructuring: $61K Saved (Missouri)
How a pet care and boarding business operating across 2 entities in Missouri consolidated its structure and elected pass-through entity tax treatment, recovering approximately $61,000 per ye...
Read the Case StudyPTET and Restructuring: $74K Saved
How a commercial cleaning company operating across 5 entities in Iowa consolidated its structure and elected pass-through entity tax treatment, recovering approximately $74,500 per year.
Read the Case StudyPTET and Restructuring: $74K Saved (Oklahoma)
How a salon and spa group operating across 3 entities in Oklahoma consolidated its structure and elected pass-through entity tax treatment, recovering approximately $73,500 per year.
Read the Case StudyPTET and Restructuring: $80K Saved
How a tutoring and enrichment company operating across 3 entities in California consolidated its structure and elected pass-through entity tax treatment, recovering approximately $80,000 per...
Read the Case StudyPTET and Restructuring: $83K Saved
How a dental practice operating across 3 entities in Michigan consolidated its structure and elected pass-through entity tax treatment, recovering approximately $83,000 per year.
Read the Case StudyPTET and Restructuring: $84K Saved
How a SaaS company operating across 4 entities in Oklahoma consolidated its structure and elected pass-through entity tax treatment, recovering approximately $83,500 per year.
Read the Case StudyPTET and Restructuring: $92K Saved
How a pool construction company operating across 2 entities in New Mexico consolidated its structure and elected pass-through entity tax treatment, recovering approximately $92,500 per year.
Read the Case StudyPTET and Restructuring: $95K Saved
How a print and signage shop operating across 4 entities in Idaho consolidated its structure and elected pass-through entity tax treatment, recovering approximately $95,000 per year.
Read the Case StudyPTET and Restructuring: $99K Saved
How a print and signage shop operating across 4 entities in Alabama consolidated its structure and elected pass-through entity tax treatment, recovering approximately $99,000 per year.
Read the Case StudyS-Corp Election Saves $13K a Year
How a specialty pharmacy generating $880,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $100,000, and reduced tax by approximately $13,162 per year.
Read the Case StudyS-Corp Election Saves $14K a Year
How a specialty trades contractor generating $670,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $90,000, and reduced tax by approximately $14,409 per yea...
Read the Case StudyS-Corp Election Saves $15K a Year
How a SaaS company generating $1,350,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $210,000, and reduced tax by approximately $15,055 per year.
Read the Case StudyS-Corp Election Saves $17K a Year
How an event production company generating $1,100,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $75,000, and reduced tax by approximately $16,812 per yea...
Read the Case StudyS-Corp Election Saves $19K a Year
How a specialty pharmacy generating $1,200,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $145,000, and reduced tax by approximately $18,870 per year.
Read the Case StudyS-Corp Election Saves $19K a Year (Alaska)
How a veterinary practice generating $2,030,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $150,000, and reduced tax by approximately $18,922 per year.
Read the Case StudyS-Corp Election Saves $20K a Year
How a commercial cleaning company generating $1,190,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $180,000, and reduced tax by approximately $19,758 per...
Read the Case StudyS-Corp Election Saves $20K a Year (Michigan)
How a food manufacturing business generating $1,760,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $130,000, and reduced tax by approximately $20,342 per...
Read the Case StudyS-Corp Election Saves $20K a Year (New Jersey)
How an optometry practice generating $1,410,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $180,000, and reduced tax by approximately $19,621 per year.
Read the Case StudyS-Corp Election Saves $20K a Year (Tennessee)
How an optometry practice generating $2,020,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $205,000, and reduced tax by approximately $19,872 per year.
Read the Case StudyS-Corp Election Saves $21K a Year
How a pool construction company generating $1,670,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $185,000, and reduced tax by approximately $20,757 per ye...
Read the Case StudyS-Corp Election Saves $21K a Year (Alabama)
How an insurance agency generating $1,520,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $180,000, and reduced tax by approximately $20,920 per year.
Read the Case StudyS-Corp Election Saves $21K a Year (Arizona)
How a wealth management practice generating $2,580,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $220,000, and reduced tax by approximately $21,384 per y...
Read the Case StudyS-Corp Election Saves $21K a Year (Hawaii)
How a residential landscaping company generating $1,300,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $150,000, and reduced tax by approximately $21,391...
Read the Case StudyS-Corp Election Saves $21K a Year (Montana)
How a medical billing company generating $2,300,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $135,000, and reduced tax by approximately $21,380 per year...
Read the Case StudyS-Corp Election Saves $21K a Year (New Hampshire)
How a general contracting firm generating $3,100,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $195,000, and reduced tax by approximately $21,457 per yea...
Read the Case StudyS-Corp Election Saves $21K a Year (New Mexico)
How a boutique law practice generating $1,510,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $190,000, and reduced tax by approximately $21,438 per year.
Read the Case StudyS-Corp Election Saves $22K a Year
How a craft beverage producer generating $4,900,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $390,000, and reduced tax by approximately $22,427 per year...
Read the Case StudyS-Corp Election Saves $22K a Year (Montana)
How a home health agency generating $1,590,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $225,000, and reduced tax by approximately $22,184 per year.
Read the Case StudyS-Corp Election Saves $22K a Year (Nebraska)
How a SaaS company generating $1,730,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $165,000, and reduced tax by approximately $21,635 per year.
Read the Case StudyS-Corp Election Saves $22K a Year (Ohio)
How a commercial cleaning company generating $1,560,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $150,000, and reduced tax by approximately $22,023 per...
Read the Case StudyS-Corp Election Saves $23K a Year
How a residential landscaping company generating $3,160,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $400,000, and reduced tax by approximately $22,986...
Read the Case StudyS-Corp Election Saves $23K a Year (Arizona)
How a physical therapy practice generating $3,050,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $220,000, and reduced tax by approximately $23,401 per ye...
Read the Case StudyS-Corp Election Saves $23K a Year (Maine)
How an event production company generating $2,430,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $330,000, and reduced tax by approximately $23,204 per ye...
Read the Case StudyS-Corp Election Saves $23K a Year (Michigan)
How a specialty pharmacy generating $2,590,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $155,000, and reduced tax by approximately $22,974 per year.
Read the Case StudyS-Corp Election Saves $24K a Year
How a wealth management practice generating $2,000,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $275,000, and reduced tax by approximately $23,921 per y...
Read the Case StudyS-Corp Election Saves $24K a Year (Georgia)
How a HVAC contracting business generating $2,570,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $325,000, and reduced tax by approximately $24,117 per ye...
Read the Case StudyS-Corp Election Saves $24K a Year (Idaho)
How an engineering consultancy generating $3,590,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $195,000, and reduced tax by approximately $23,579 per yea...
Read the Case StudyS-Corp Election Saves $25K a Year
How a physical therapy practice generating $1,600,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $155,000, and reduced tax by approximately $25,108 per ye...
Read the Case StudyS-Corp Election Saves $26K a Year
How a digital marketing agency generating $5,040,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $455,000, and reduced tax by approximately $26,437 per yea...
Read the Case StudyS-Corp Election Saves $27K a Year
How a specialty trades contractor generating $5,360,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $425,000, and reduced tax by approximately $26,705 per...
Read the Case StudyS-Corp Election Saves $27K a Year (Colorado)
How a diagnostic imaging center generating $3,360,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $485,000, and reduced tax by approximately $26,655 per ye...
Read the Case StudyS-Corp Election Saves $27K a Year (Nevada)
How a surgical practice generating $5,290,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $340,000, and reduced tax by approximately $27,205 per year.
Read the Case StudyS-Corp Election Saves $27K a Year (North Carolina)
How a print and signage shop generating $4,780,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $400,000, and reduced tax by approximately $27,210 per year.
Read the Case StudyS-Corp Election Saves $27K a Year (Wisconsin)
How an optometry practice generating $4,450,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $255,000, and reduced tax by approximately $26,894 per year.
Read the Case StudyS-Corp Election Saves $28K a Year
How a dental practice generating $3,320,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $440,000, and reduced tax by approximately $28,177 per year.
Read the Case StudyS-Corp Election Saves $28K a Year (Hawaii)
How a pet care and boarding business generating $3,940,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $315,000, and reduced tax by approximately $27,777 p...
Read the Case StudyS-Corp Election Saves $28K a Year (New Hampshire)
How a physical therapy practice generating $3,320,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $335,000, and reduced tax by approximately $28,097 per ye...
Read the Case StudyS-Corp Election Saves $28K a Year (Ohio)
How an event production company generating $4,110,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $540,000, and reduced tax by approximately $27,601 per ye...
Read the Case StudyS-Corp Election Saves $29K a Year
How a commercial cleaning company generating $4,690,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $560,000, and reduced tax by approximately $29,240 per...
Read the Case StudyS-Corp Election Saves $30K a Year
How a dental practice generating $4,350,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $475,000, and reduced tax by approximately $30,207 per year.
Read the Case StudyS-Corp Election Saves $31K a Year
How a surgical practice generating $4,390,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $405,000, and reduced tax by approximately $31,312 per year.
Read the Case StudyS-Corp Election Saves $31K a Year (Kansas)
How an event production company generating $4,400,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $490,000, and reduced tax by approximately $31,189 per ye...
Read the Case StudyS-Corp Election Saves $31K a Year (Wisconsin)
How a veterinary practice generating $3,810,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $580,000, and reduced tax by approximately $30,624 per year.
Read the Case StudyS-Corp Election Saves $33K a Year
How a trucking and logistics company generating $5,120,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $445,000, and reduced tax by approximately $32,796 p...
Read the Case StudyS-Corp Election Saves $33K a Year (Maine)
How a management consulting practice generating $4,150,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $350,000, and reduced tax by approximately $32,628 p...
Read the Case StudyS-Corp Election Saves $34K a Year
How a print and signage shop generating $5,020,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $750,000, and reduced tax by approximately $34,057 per year.
Read the Case StudyS-Corp Election Saves $34K a Year (Maryland)
How a solar installation company generating $5,720,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $890,000, and reduced tax by approximately $34,059 per y...
Read the Case StudyS-Corp Election Saves $34K a Year (Montana)
How a trucking and logistics company generating $5,400,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $615,000, and reduced tax by approximately $34,491 p...
Read the Case StudyS-Corp Election Saves $36K a Year
How an equipment rental business generating $4,830,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $595,000, and reduced tax by approximately $36,180 per y...
Read the Case StudyS-Corp Election Saves $39K a Year
How a security systems installer generating $5,470,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $855,000, and reduced tax by approximately $38,841 per y...
Read the Case StudyS-Corp Election Saves $42K a Year
How a HVAC contracting business generating $5,380,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $515,000, and reduced tax by approximately $42,343 per ye...
Read the Case StudyS-Corp Election Saves $42K a Year (Michigan)
How a security systems installer generating $5,680,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $705,000, and reduced tax by approximately $42,390 per y...
Read the Case StudyS-Corp Election Saves $43K a Year
How a digital marketing agency generating $5,830,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $770,000, and reduced tax by approximately $42,587 per yea...
Read the Case StudyS-Corp Election Saves $8K a Year
How a physical therapy practice generating $630,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $65,000, and reduced tax by approximately $8,239 per year.
Read the Case StudyS-Corp Election Saves $9K a Year
How a photography and video studio generating $780,000 in revenue elected S-Corp treatment, set defensible reasonable compensation of $70,000, and reduced tax by approximately $9,203 per yea...
Read the Case StudyS-Corp Owner Saves $31K/Year with Officer Compensation Restructuring
How an S-Corp owner generating $1.3M in revenue restructured unreasonably low officer compensation from $44K to $95K, added an accountable plan and MERP, and saved $31,000 per year while sta...
Read the Case StudySaaS Founder R&D Credit and S-Corp Optimization
How a SaaS company founder generating $800K in revenue implemented the R&D tax credit with payroll tax offset, S-Corp election, and Solo 401(k) to save $38,000 per year.
Read the Case StudySaaS Founder Saves $45K/Year with R&D Credit + QSBS Planning
How a SaaS founder used the R&D tax credit against payroll taxes plus QSBS (Section 1202) planning for a future exit, saving $45K annually with potential $10M exclusion at sale.
Read the Case StudyStartup Founder Saves $380K with 83(b) Election on Restricted Stock
How a startup founder filed an 83(b) election on restricted stock at incorporation, saving $380,000 in taxes when the company was acquired 4 years later.
Read the Case StudyTech Consulting Firm IC Classification and Accountable Plan Optimization
How a tech consulting firm generating $3M in revenue optimized independent contractor vs employee classification, implemented an accountable plan, and restructured owner compensation to save...
Read the Case StudyTrucking and Logistics Fleet Depreciation and Fuel Tax Credit Strategy
How a trucking and logistics company generating $5M in revenue maximized fleet depreciation under MACRS, captured federal fuel tax credits, and optimized entity structure to save $118,000 an...
Read the Case StudyAssisted Living Cost Seg: $2.4M Year One
How the owner of an assisted living community purchased for $10,870,000 reclassified 25% of depreciable basis and deducted $2,377,700 in the first year, reducing tax by approximately $1,114,...
Read the Case StudyAssisted Living Cost Seg: $2.5M Year One
How the owner of an assisted living community purchased for $12,530,000 reclassified 24% of depreciable basis and deducted $2,508,800 in the first year, reducing tax by approximately $642,00...
Read the Case StudyAssisted Living Cost Seg: $2.7M Year One
How the owner of an assisted living community purchased for $10,100,000 reclassified 33% of depreciable basis and deducted $2,737,000 in the first year, reducing tax by approximately $638,50...
Read the Case StudyAuto Service Center Cost Seg: $1M Year One
How the owner of a multi-bay auto service center purchased for $4,960,000 reclassified 27% of depreciable basis and deducted $1,001,700 in the first year, reducing tax by approximately $246,...
Read the Case StudyAuto Service Center Cost Seg: $3.3M Year One
How the owner of a multi-bay auto service center purchased for $13,740,000 reclassified 28% of depreciable basis and deducted $3,280,900 in the first year, reducing tax by approximately $1,1...
Read the Case StudyBrewery Cost Seg: $2.4M Year One
How the owner of a production brewery with taproom purchased for $8,250,000 reclassified 39% of depreciable basis and deducted $2,430,400 in the first year, reducing tax by approximately $33...
Read the Case StudyBrewery Cost Seg: $302K Year One
How the owner of a production brewery with taproom purchased for $1,170,000 reclassified 33% of depreciable basis and deducted $302,200 in the first year, reducing tax by approximately $129,...
Read the Case StudyCar Wash Cost Seg: $1.1M Year One
How the owner of an express tunnel car wash purchased for $3,490,000 reclassified 42% of depreciable basis and deducted $1,139,500 in the first year, reducing tax by approximately $490,000.
Read the Case StudyCar Wash Cost Seg: $2.6M Year One
How the owner of an express tunnel car wash purchased for $7,800,000 reclassified 43% of depreciable basis and deducted $2,615,600 in the first year, reducing tax by approximately $1,061,500...
Read the Case StudyCar Wash Cost Seg: $4.3M Year One
How the owner of an express tunnel car wash purchased for $15,340,000 reclassified 38% of depreciable basis and deducted $4,315,200 in the first year, reducing tax by approximately $262,000.
Read the Case StudyDental Office Cost Seg: $2.7M Year One
How the owner of a purpose-built dental office purchased for $11,810,000 reclassified 31% of depreciable basis and deducted $2,695,300 in the first year, reducing tax by approximately $1,116...
Read the Case StudyDental Office Cost Seg: $3.4M Year One
How the owner of a purpose-built dental office purchased for $15,210,000 reclassified 27% of depreciable basis and deducted $3,391,900 in the first year, reducing tax by approximately $658,5...
Read the Case StudyFitness Facility Cost Seg: $3.7M Year One
How the owner of a full-service fitness facility purchased for $12,700,000 reclassified 36% of depreciable basis and deducted $3,650,600 in the first year, reducing tax by approximately $430...
Read the Case StudyFitness Facility Cost Seg: $3M Year One
How the owner of a full-service fitness facility purchased for $9,910,000 reclassified 35% of depreciable basis and deducted $2,982,000 in the first year, reducing tax by approximately $1,05...
Read the Case StudyFitness Facility Cost Seg: $4.7M Year One
How the owner of a full-service fitness facility purchased for $15,850,000 reclassified 35% of depreciable basis and deducted $4,685,100 in the first year, reducing tax by approximately $311...
Read the Case StudyFitness Facility Cost Seg: $869K Year One
How the owner of a full-service fitness facility purchased for $2,740,000 reclassified 38% of depreciable basis and deducted $869,100 in the first year, reducing tax by approximately $141,00...
Read the Case StudyFlex Industrial Cost Seg: $1.2M Year One
How the owner of a flex industrial building purchased for $6,430,000 reclassified 24% of depreciable basis and deducted $1,225,600 in the first year, reducing tax by approximately $283,500.
Read the Case StudyFlex Industrial Cost Seg: $2.7M Year One
How the owner of a flex industrial building purchased for $14,240,000 reclassified 22% of depreciable basis and deducted $2,725,300 in the first year, reducing tax by approximately $189,000.
Read the Case StudyMedical Office Cost Seg: $3.1M Year One
How the owner of a multi-specialty medical office building purchased for $12,940,000 reclassified 31% of depreciable basis and deducted $3,070,400 in the first year, reducing tax by approxim...
Read the Case StudyMedical Office Cost Seg: $3.3M Year One
How the owner of a multi-specialty medical office building purchased for $14,680,000 reclassified 27% of depreciable basis and deducted $3,311,200 in the first year, reducing tax by approxim...
Read the Case StudyMedical Practice C-Corp Conversion with Retirement Plan Stacking
How a medical practice generating $2.5M in revenue converted from S-Corp to C-Corp and implemented defined benefit plan stacking, fringe benefit optimization, and education assistance progra...
Read the Case StudyMedical Practice Saves $72K/Year Converting from S-Corp to C-Corp
How a medical practice owner at $1.8M revenue converted from S-Corp to C-Corp for the 21% flat corporate rate, implemented a MERP and defined benefit plan, and saved $72,000 per year.
Read the Case StudyMobile Home Park Cost Seg: $2.1M Year One
How the owner of a manufactured housing community purchased for $8,880,000 reclassified 31% of depreciable basis and deducted $2,086,000 in the first year, reducing tax by approximately $747...
Read the Case StudyMobile Home Park Cost Seg: $3.5M Year One
How the owner of a manufactured housing community purchased for $10,850,000 reclassified 40% of depreciable basis and deducted $3,472,500 in the first year, reducing tax by approximately $34...
Read the Case StudyMobile Home Park Cost Seg: $870K Year One
How the owner of a manufactured housing community purchased for $3,410,000 reclassified 34% of depreciable basis and deducted $869,500 in the first year, reducing tax by approximately $321,5...
Read the Case StudyMobile Home Park Cost Seg: $903K Year One
How the owner of a manufactured housing community purchased for $3,130,000 reclassified 37% of depreciable basis and deducted $903,300 in the first year, reducing tax by approximately $415,5...
Read the Case StudyMotel Cost Seg: $2.3M Year One
How the owner of a limited-service motel purchased for $8,350,000 reclassified 33% of depreciable basis and deducted $2,284,000 in the first year, reducing tax by approximately $514,500.
Read the Case StudyMotel Cost Seg: $2.7M Year One
How the owner of a limited-service motel purchased for $9,250,000 reclassified 36% of depreciable basis and deducted $2,737,900 in the first year, reducing tax by approximately $1,148,500.
Read the Case StudyMotel Cost Seg: $2.9M Year One
How the owner of a limited-service motel purchased for $12,210,000 reclassified 30% of depreciable basis and deducted $2,871,200 in the first year, reducing tax by approximately $538,000.
Read the Case StudyMotel Cost Seg: $3.9M Year One
How the owner of a limited-service motel purchased for $13,480,000 reclassified 34% of depreciable basis and deducted $3,857,800 in the first year, reducing tax by approximately $1,001,000.
Read the Case StudyMotel Cost Seg: $4.5M Year One
How the owner of a limited-service motel purchased for $16,730,000 reclassified 34% of depreciable basis and deducted $4,490,800 in the first year, reducing tax by approximately $940,000.
Read the Case StudyMotel Cost Seg: $4M Year One
How the owner of a limited-service motel purchased for $16,470,000 reclassified 33% of depreciable basis and deducted $4,032,200 in the first year, reducing tax by approximately $1,004,000.
Read the Case StudyMultifamily Cost Seg: $1.4M Year One
How the owner of a garden-style apartment community purchased for $5,890,000 reclassified 29% of depreciable basis and deducted $1,393,100 in the first year, reducing tax by approximately $5...
Read the Case StudyMultifamily Cost Seg: $168K Year One
How the owner of a garden-style apartment community purchased for $960,000 reclassified 24% of depreciable basis and deducted $167,800 in the first year, reducing tax by approximately $72,00...
Read the Case StudyMultifamily Cost Seg: $2.5M Year One
How the owner of a garden-style apartment community purchased for $11,960,000 reclassified 27% of depreciable basis and deducted $2,485,400 in the first year, reducing tax by approximately $...
Read the Case StudyMultifamily Cost Seg: $2.5M Year One (Idaho)
How the owner of a garden-style apartment community purchased for $10,280,000 reclassified 30% of depreciable basis and deducted $2,533,000 in the first year, reducing tax by approximately $...
Read the Case StudyMultifamily Cost Seg: $2M Year One
How the owner of a garden-style apartment community purchased for $8,810,000 reclassified 29% of depreciable basis and deducted $2,000,000 in the first year, reducing tax by approximately $6...
Read the Case StudyMultifamily Cost Seg: $307K Year One
How the owner of a garden-style apartment community purchased for $1,160,000 reclassified 32% of depreciable basis and deducted $307,200 in the first year, reducing tax by approximately $113...
Read the Case StudyOffice Building Cost Seg: $1.2M Year One
How the owner of a suburban office building purchased for $6,730,000 reclassified 21% of depreciable basis and deducted $1,167,100 in the first year, reducing tax by approximately $432,000.
Read the Case StudyOffice Building Cost Seg: $2.1M Year One
How the owner of a suburban office building purchased for $13,730,000 reclassified 19% of depreciable basis and deducted $2,050,300 in the first year, reducing tax by approximately $873,000.
Read the Case StudyOffice Building Cost Seg: $2.9M Year One
How the owner of a suburban office building purchased for $16,290,000 reclassified 20% of depreciable basis and deducted $2,857,300 in the first year, reducing tax by approximately $537,000.
Read the Case StudyOffice Building Cost Seg: $3.2M Year One
How the owner of a suburban office building purchased for $17,160,000 reclassified 24% of depreciable basis and deducted $3,234,600 in the first year, reducing tax by approximately $519,000.
Read the Case StudyOffice Building Cost Seg: $642K Year One
How the owner of a suburban office building purchased for $4,620,000 reclassified 18% of depreciable basis and deducted $642,300 in the first year, reducing tax by approximately $237,500.
Read the Case StudyPrivate Medical Practice C-Corp Conversion and Defined Benefit Plan Strategy
How a private medical practice with 4 physicians generating $6M in revenue converted to a C-Corp and implemented a defined benefit plan to save $168,000 annually.
Read the Case StudyQSR Cost Seg: $1.5M Year One
How the owner of a drive-through quick-service location purchased for $5,280,000 reclassified 38% of depreciable basis and deducted $1,479,500 in the first year, reducing tax by approximatel...
Read the Case StudyQSR Cost Seg: $282K Year One
How the owner of a drive-through quick-service location purchased for $940,000 reclassified 40% of depreciable basis and deducted $281,600 in the first year, reducing tax by approximately $1...
Read the Case StudyQSR Cost Seg: $3.3M Year One
How the owner of a drive-through quick-service location purchased for $9,790,000 reclassified 40% of depreciable basis and deducted $3,339,400 in the first year, reducing tax by approximatel...
Read the Case StudyQSR Cost Seg: $5.2M Year One
How the owner of a drive-through quick-service location purchased for $15,790,000 reclassified 40% of depreciable basis and deducted $5,159,700 in the first year, reducing tax by approximate...
Read the Case StudyRestaurant Cost Seg: $2.4M Year One
How the owner of a full-service restaurant building purchased for $7,780,000 reclassified 38% of depreciable basis and deducted $2,410,000 in the first year, reducing tax by approximately $4...
Read the Case StudyRestaurant Cost Seg: $4.2M Year One
How the owner of a full-service restaurant building purchased for $14,360,000 reclassified 35% of depreciable basis and deducted $4,212,200 in the first year, reducing tax by approximately $...
Read the Case StudyRestaurant Cost Seg: $4M Year One
How the owner of a full-service restaurant building purchased for $14,220,000 reclassified 38% of depreciable basis and deducted $4,020,100 in the first year, reducing tax by approximately $...
Read the Case StudyRestaurant Cost Seg: $644K Year One
How the owner of a full-service restaurant building purchased for $2,070,000 reclassified 36% of depreciable basis and deducted $644,100 in the first year, reducing tax by approximately $238...
Read the Case StudyRestaurant Cost Seg: $710K Year One
How the owner of a full-service restaurant building purchased for $2,370,000 reclassified 39% of depreciable basis and deducted $709,500 in the first year, reducing tax by approximately $305...
Read the Case StudyRestaurant Group Multi-Entity Optimization
How a three-location restaurant group generating $6M in combined revenue saved $134,000 through multi-entity restructuring, cost segregation on owned buildings, FICA tip credit, and Work Opp...
Read the Case StudyRetail Center Cost Seg: $1.1M Year One
How the owner of a multi-tenant retail strip center purchased for $6,830,000 reclassified 21% of depreciable basis and deducted $1,127,900 in the first year, reducing tax by approximately $4...
Read the Case StudyRetail Center Cost Seg: $1.4M Year One
How the owner of a multi-tenant retail strip center purchased for $6,760,000 reclassified 25% of depreciable basis and deducted $1,441,000 in the first year, reducing tax by approximately $6...
Read the Case StudyRetail Center Cost Seg: $1.4M Year One (New Jersey)
How the owner of a multi-tenant retail strip center purchased for $8,410,000 reclassified 21% of depreciable basis and deducted $1,390,400 in the first year, reducing tax by approximately $6...
Read the Case StudyRetail Center Cost Seg: $1.8M Year One
How the owner of a multi-tenant retail strip center purchased for $10,060,000 reclassified 23% of depreciable basis and deducted $1,848,500 in the first year, reducing tax by approximately $...
Read the Case StudyRetail Center Cost Seg: $2M Year One
How the owner of a multi-tenant retail strip center purchased for $10,000,000 reclassified 27% of depreciable basis and deducted $1,998,300 in the first year, reducing tax by approximately $...
Read the Case StudyRetail Center Cost Seg: $4M Year One
How the owner of a multi-tenant retail strip center purchased for $17,700,000 reclassified 28% of depreciable basis and deducted $3,955,900 in the first year, reducing tax by approximately $...
Read the Case StudyRetail Center Cost Seg: $988K Year One
How the owner of a multi-tenant retail strip center purchased for $5,170,000 reclassified 25% of depreciable basis and deducted $988,100 in the first year, reducing tax by approximately $407...
Read the Case StudySelf-Storage Facility Cost Seg: $1.6M Year One
How the owner of a climate-controlled self-storage facility purchased for $5,610,000 reclassified 37% of depreciable basis and deducted $1,576,900 in the first year, reducing tax by approxim...
Read the Case StudySelf-Storage Facility Cost Seg: $2.1M Year One
How the owner of a climate-controlled self-storage facility purchased for $6,800,000 reclassified 36% of depreciable basis and deducted $2,104,700 in the first year, reducing tax by approxim...
Read the Case StudySelf-Storage Facility Cost Seg: $3.7M Year One
How the owner of a climate-controlled self-storage facility purchased for $13,960,000 reclassified 32% of depreciable basis and deducted $3,705,100 in the first year, reducing tax by approxi...
Read the Case StudySelf-Storage Facility Cost Seg: $5.9M Year One
How the owner of a climate-controlled self-storage facility purchased for $17,830,000 reclassified 38% of depreciable basis and deducted $5,877,300 in the first year, reducing tax by approxi...
Read the Case StudyVeterinary Clinic Cost Seg: $1.4M Year One
How the owner of a small-animal veterinary clinic purchased for $7,270,000 reclassified 26% of depreciable basis and deducted $1,408,200 in the first year, reducing tax by approximately $674...
Read the Case StudyVeterinary Clinic Cost Seg: $1.5M Year One
How the owner of a small-animal veterinary clinic purchased for $7,230,000 reclassified 26% of depreciable basis and deducted $1,516,600 in the first year, reducing tax by approximately $763...
Read the Case StudyVeterinary Clinic Cost Seg: $1.8M Year One
How the owner of a small-animal veterinary clinic purchased for $6,980,000 reclassified 34% of depreciable basis and deducted $1,790,500 in the first year, reducing tax by approximately $412...
Read the Case StudyVeterinary Clinic Cost Seg: $2.7M Year One
How the owner of a small-animal veterinary clinic purchased for $9,710,000 reclassified 34% of depreciable basis and deducted $2,720,500 in the first year, reducing tax by approximately $642...
Read the Case StudyVeterinary Clinic Cost Seg: $2.8M Year One
How the owner of a small-animal veterinary clinic purchased for $10,010,000 reclassified 34% of depreciable basis and deducted $2,839,200 in the first year, reducing tax by approximately $12...
Read the Case StudyVeterinary Clinic Cost Seg: $2.9M Year One
How the owner of a small-animal veterinary clinic purchased for $10,750,000 reclassified 30% of depreciable basis and deducted $2,874,700 in the first year, reducing tax by approximately $45...
Read the Case StudyWarehouse Cost Seg: $1.2M Year One
How the owner of a distribution warehouse purchased for $8,320,000 reclassified 18% of depreciable basis and deducted $1,168,600 in the first year, reducing tax by approximately $303,000.
Read the Case StudyWarehouse Cost Seg: $1.4M Year One
How the owner of a distribution warehouse purchased for $9,090,000 reclassified 20% of depreciable basis and deducted $1,429,200 in the first year, reducing tax by approximately $589,500.
Read the Case StudyWarehouse Cost Seg: $1.7M Year One
How the owner of a distribution warehouse purchased for $12,470,000 reclassified 16% of depreciable basis and deducted $1,744,400 in the first year, reducing tax by approximately $555,000.
Read the Case StudyWarehouse Cost Seg: $1.8M Year One
How the owner of a distribution warehouse purchased for $12,890,000 reclassified 18% of depreciable basis and deducted $1,768,700 in the first year, reducing tax by approximately $698,500.
Read the Case StudyWarehouse Cost Seg: $252K Year One
How the owner of a distribution warehouse purchased for $1,290,000 reclassified 23% of depreciable basis and deducted $252,100 in the first year, reducing tax by approximately $108,500.
Read the Case StudySTR Investor Cuts Taxable Income $270K
How a principal software engineer earning $1,845,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $270,...
Read the Case StudySTR Investor Cuts Taxable Income $285K
How a data science lead earning $2,035,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $285,000 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $285K (Rhode Island)
How a technology sales executive earning $1,780,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $285,0...
Read the Case StudySTR Investor Cuts Taxable Income $295K
How a product management director earning $845,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $295,00...
Read the Case StudySTR Investor Cuts Taxable Income $304K
How an orthopedic surgeon earning $1,690,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $304,500 and...
Read the Case StudySTR Investor Cuts Taxable Income $318K
How an investment banking vice president earning $1,220,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income b...
Read the Case StudySTR Investor Cuts Taxable Income $320K
How a corporate finance executive earning $1,970,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $319,...
Read the Case StudySTR Investor Cuts Taxable Income $324K
How a supply chain executive earning $1,400,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $324,000 a...
Read the Case StudySTR Investor Cuts Taxable Income $326K
How an anesthesiologist earning $1,315,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $326,500 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $330K
How a supply chain executive earning $440,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $330,000 and...
Read the Case StudySTR Investor Cuts Taxable Income $338K
How an anesthesiologist earning $1,540,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $337,500 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $339K
How an investment banking vice president earning $1,185,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income b...
Read the Case StudySTR Investor Cuts Taxable Income $435K
How a management consulting partner earning $670,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $435,...
Read the Case StudySTR Investor Cuts Taxable Income $436K
How a chief technology officer earning $1,715,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $436,500...
Read the Case StudySTR Investor Cuts Taxable Income $438K
How a cybersecurity director earning $1,765,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $438,000 a...
Read the Case StudySTR Investor Cuts Taxable Income $440K
How a commercial airline captain earning $1,940,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $439,5...
Read the Case StudySTR Investor Cuts Taxable Income $441K
How a structural engineering principal earning $1,110,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by...
Read the Case StudySTR Investor Cuts Taxable Income $444K
How an anesthesiologist earning $1,765,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $443,500 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $458K
How a clinical director earning $1,215,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $457,500 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $463K
How a cybersecurity director earning $625,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $463,000 and...
Read the Case StudySTR Investor Cuts Taxable Income $512K
How a university department chair earning $455,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $512,50...
Read the Case StudySTR Investor Cuts Taxable Income $514K
How a biotech research director earning $1,040,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $514,00...
Read the Case StudySTR Investor Cuts Taxable Income $515K
How a chief operating officer earning $1,595,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $515,000...
Read the Case StudySTR Investor Cuts Taxable Income $516K
How an emergency medicine physician earning $1,910,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $51...
Read the Case StudySTR Investor Cuts Taxable Income $525K
How a corporate finance executive earning $730,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $525,00...
Read the Case StudySTR Investor Cuts Taxable Income $530K
How an anesthesiologist earning $1,230,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $530,000 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $535K
How an aerospace systems engineer earning $780,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $535,00...
Read the Case StudySTR Investor Cuts Taxable Income $538K
How a dermatologist earning $2,045,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $538,500 and tax by...
Read the Case StudySTR Investor Cuts Taxable Income $546K
How a dermatologist earning $1,605,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $545,500 and tax by...
Read the Case StudySTR Investor Cuts Taxable Income $550K
How an emergency medicine physician earning $1,925,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $54...
Read the Case StudySTR Investor Cuts Taxable Income $563K
How an investment banking vice president earning $1,970,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income b...
Read the Case StudySTR Investor Cuts Taxable Income $566K
How a hospitalist earning $1,955,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $566,500 and tax by a...
Read the Case StudySTR Investor Cuts Taxable Income $567K
How a technology sales executive earning $2,065,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $567,0...
Read the Case StudySTR Investor Cuts Taxable Income $570K
How a cybersecurity director earning $870,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $569,500 and...
Read the Case StudySTR Investor Cuts Taxable Income $582K
How a marketing vice president earning $860,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $582,500 a...
Read the Case StudySTR Investor Cuts Taxable Income $596K
How an actuarial director earning $1,095,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $595,500 and...
Read the Case StudySTR Investor Cuts Taxable Income $597K
How a radiologist earning $475,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $597,000 and tax by app...
Read the Case StudySTR Investor Cuts Taxable Income $605K
How an orthopedic surgeon earning $1,735,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $605,000 and...
Read the Case StudySTR Investor Cuts Taxable Income $624K
How an orthopedic surgeon earning $1,610,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $624,000 and...
Read the Case StudySTR Investor Cuts Taxable Income $627K
How a cybersecurity director earning $1,895,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $627,000 a...
Read the Case StudySTR Investor Cuts Taxable Income $658K
How a pharmaceutical sales executive earning $660,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $657...
Read the Case StudySTR Investor Cuts Taxable Income $667K
How a product management director earning $1,790,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $667,...
Read the Case StudySTR Investor Cuts Taxable Income $669K
How a radiologist earning $600,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $669,000 and tax by app...
Read the Case StudySTR Investor Cuts Taxable Income $676K
How a chief operating officer earning $1,830,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $676,500...
Read the Case StudySTR Investor Cuts Taxable Income $722K
How an anesthesiologist earning $2,090,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $722,000 and ta...
Read the Case StudySTR Investor Cuts Taxable Income $829K
How a pharmacist executive earning $1,970,000 combined a short-term rental cost segregation study, retirement contributions, and a donor advised fund to reduce taxable income by $829,000 and...
Read the Case Study24-Unit Apartment Complex: $980K Year 1 Deduction via Cost Segregation
How a 24-unit apartment complex purchased for $2.8M used cost segregation to identify $980K in accelerated components, producing a $980K Year 1 deduction under bonus depreciation.
Read the Case Study48-Unit Multifamily Cost Segregation with REPS Status
How a 48-unit multifamily property owner used a cost segregation study combined with Real Estate Professional Status and a grouping election to generate $340,000 in year-one tax savings.
Read the Case StudyAirbnb Arbitrage Operator Business Expense and Entity Optimization
How an Airbnb arbitrage operator managing 15 units without property ownership used business expense optimization and entity structuring to save $38,000 annually.
Read the Case StudyAuto Dealership Group Cost Segregation and Fleet Depreciation Strategy
How an auto dealership group generating $12M in revenue used cost segregation on showroom and service bay facilities, fleet vehicle depreciation under MACRS, and entity layering to save $187...
Read the Case StudyBeachfront Cottage STR: $125K Deduction
How the owner of a $560,000 beachfront cottage in the Oregon coast used a cost segregation study and the short-term rental exception to deduct $124,900 in the first year and reduce tax by ap...
Read the Case StudyBeachfront Cottage STR: $316K Deduction
How the owner of a $1,310,000 beachfront cottage in the Carolina coast used a cost segregation study and the short-term rental exception to deduct $316,300 in the first year and reduce tax b...
Read the Case StudyBeachfront Cottage STR: $422K Deduction
How the owner of a $1,890,000 beachfront cottage in Gulf Coast used a cost segregation study and the short-term rental exception to deduct $422,400 in the first year and reduce tax by approx...
Read the Case StudyBeachfront Cottage STR: $422K Deduction (Utah)
How the owner of a $1,645,000 beachfront cottage in Amelia Island used a cost segregation study and the short-term rental exception to deduct $421,900 in the first year and reduce tax by app...
Read the Case StudyBeachfront Cottage STR: $501K Deduction
How the owner of a $2,155,000 beachfront cottage in Padre Island used a cost segregation study and the short-term rental exception to deduct $500,900 in the first year and reduce tax by appr...
Read the Case StudyBeachfront Cottage STR: $520K Deduction
How the owner of a $2,330,000 beachfront cottage in Emerald Coast used a cost segregation study and the short-term rental exception to deduct $520,000 in the first year and reduce tax by app...
Read the Case StudyBeachfront Cottage STR: $566K Deduction
How the owner of a $2,105,000 beachfront cottage in Padre Island used a cost segregation study and the short-term rental exception to deduct $565,600 in the first year and reduce tax by appr...
Read the Case StudyBeachfront Cottage STR: $594K Deduction
How the owner of a $2,125,000 beachfront cottage in Cape Cod used a cost segregation study and the short-term rental exception to deduct $594,300 in the first year and reduce tax by approxim...
Read the Case StudyBeachfront Cottage STR: $614K Deduction
How the owner of a $2,025,000 beachfront cottage in Padre Island used a cost segregation study and the short-term rental exception to deduct $613,900 in the first year and reduce tax by appr...
Read the Case StudyBoutique Hotel Cost Segregation, FF&E Depreciation, and Energy Credit Strategy
How a boutique hotel investor used cost segregation, FF&E accelerated depreciation, and energy efficiency tax credits to save $155,000 annually.
Read the Case StudyBoutique Hotel Renovation: $1.28M in Accelerated Deductions via Cost Seg
How a boutique hotel's $3.2M renovation used cost segregation on improvements to identify $1.28M in accelerated components for a massive Year 1 write-off.
Read the Case StudyCommercial Property 1031 Exchange with Cost Segregation
How a commercial real estate investor with a $3.5M portfolio executed a 1031 exchange on a sold property and layered cost segregation on the replacement property to defer $280,000 in capital...
Read the Case StudyDental Practice Cost Segregation and Entity Restructuring
How a dental practice generating $1.8M in revenue used cost segregation on its owned office building, separated real estate into a dedicated LLC, and implemented a defined benefit plan to sa...
Read the Case StudyDentist Saves $156K with Cost Seg on Practice Building and Entity Separation
How a dentist owning the practice building ($1.2M) performed cost segregation, separated real estate into an LLC, and leased back to the practice for $156K in Year 1 deductions plus asset pr...
Read the Case StudyDesert Casita STR: $122K Deduction
How the owner of a $480,000 desert casita in the Sonoran corridor used a cost segregation study and the short-term rental exception to deduct $121,500 in the first year and reduce tax by app...
Read the Case StudyDesert Casita STR: $159K Deduction
How the owner of a $550,000 desert casita in greater Phoenix used a cost segregation study and the short-term rental exception to deduct $158,700 in the first year and reduce tax by approxim...
Read the Case StudyDesert Casita STR: $195K Deduction
How the owner of a $705,000 desert casita in the Palm Springs area used a cost segregation study and the short-term rental exception to deduct $194,700 in the first year and reduce tax by ap...
Read the Case StudyDesert Casita STR: $206K Deduction
How the owner of a $975,000 desert casita in the high desert used a cost segregation study and the short-term rental exception to deduct $206,400 in the first year and reduce tax by approxim...
Read the Case StudyDesert Casita STR: $224K Deduction
How the owner of a $1,045,000 desert casita in the high desert used a cost segregation study and the short-term rental exception to deduct $224,400 in the first year and reduce tax by approx...
Read the Case StudyDesert Casita STR: $227K Deduction
How the owner of a $795,000 desert casita in the Sonoran corridor used a cost segregation study and the short-term rental exception to deduct $227,200 in the first year and reduce tax by app...
Read the Case StudyDesert Casita STR: $370K Deduction
How the owner of a $1,555,000 desert casita in southern Utah near the national parks used a cost segregation study and the short-term rental exception to deduct $369,800 in the first year an...
Read the Case StudyDesert Casita STR: $442K Deduction
How the owner of a $1,835,000 desert casita in the Sonoran corridor used a cost segregation study and the short-term rental exception to deduct $442,300 in the first year and reduce tax by a...
Read the Case StudyDesert Casita STR: $475K Deduction
How the owner of a $2,165,000 desert casita in greater Phoenix used a cost segregation study and the short-term rental exception to deduct $475,200 in the first year and reduce tax by approx...
Read the Case StudyDesert Casita STR: $486K Deduction
How the owner of a $2,290,000 desert casita in the high desert used a cost segregation study and the short-term rental exception to deduct $485,700 in the first year and reduce tax by approx...
Read the Case StudyDesert Casita STR: $499K Deduction
How the owner of a $2,130,000 desert casita in greater Phoenix used a cost segregation study and the short-term rental exception to deduct $498,900 in the first year and reduce tax by approx...
Read the Case StudyDesert Casita STR: $648K Deduction
How the owner of a $2,340,000 desert casita in the Palm Springs area used a cost segregation study and the short-term rental exception to deduct $647,900 in the first year and reduce tax by...
Read the Case StudyDowntown Loft STR: $100K Deduction
How the owner of a $425,000 downtown loft in a university district used a cost segregation study and the short-term rental exception to deduct $100,400 in the first year and reduce tax by ap...
Read the Case StudyDowntown Loft STR: $169K Deduction
How the owner of a $615,000 downtown loft in a medical district used a cost segregation study and the short-term rental exception to deduct $169,000 in the first year and reduce tax by appro...
Read the Case StudyDowntown Loft STR: $224K Deduction
How the owner of a $880,000 downtown loft in a university district used a cost segregation study and the short-term rental exception to deduct $224,500 in the first year and reduce tax by ap...
Read the Case StudyDowntown Loft STR: $463K Deduction
How the owner of a $2,140,000 downtown loft in a revitalized warehouse district used a cost segregation study and the short-term rental exception to deduct $463,000 in the first year and red...
Read the Case StudyDowntown Loft STR: $516K Deduction
How the owner of a $1,975,000 downtown loft in a downtown arts district used a cost segregation study and the short-term rental exception to deduct $516,500 in the first year and reduce tax...
Read the Case StudyDual W-2 Couple Saves $68K with STR Purchase and Cost Seg Offset
How a dual W-2 couple earning $882K combined purchased an STR with cost segregation, creating $195K in paper losses to offset W-2 income and save $68,000.
Read the Case StudyDuplex LTR Owner Gets $144K Year 1 Deduction via Cost Segregation
How a $480K duplex long-term rental owner used cost segregation to reclassify $144K (30%) into accelerated categories, generating $144K in Year 1 deductions under bonus depreciation.
Read the Case StudyDuplex Lookback: $186K
How the owner of a side-by-side duplex held for 8 years used a Form 3115 change in accounting method to claim $185,500 of previously missed depreciation in a single year, reducing tax by app...
Read the Case StudyDuplex Lookback: $407K
How the owner of a side-by-side duplex held for 11 years used a Form 3115 change in accounting method to claim $407,000 of previously missed depreciation in a single year, reducing tax by ap...
Read the Case StudyDuplex Lookback: $705K
How the owner of a side-by-side duplex held for 9 years used a Form 3115 change in accounting method to claim $705,000 of previously missed depreciation in a single year, reducing tax by app...
Read the Case StudyDuplex Lookback: $784K
How the owner of a side-by-side duplex held for 4 years used a Form 3115 change in accounting method to claim $783,500 of previously missed depreciation in a single year, reducing tax by app...
Read the Case StudyFix-and-Flip Dealer vs. Investor Classification Strategy
How a real estate investor completing 12 flips per year used a dual-entity structure to separate dealer inventory from investment holds, combined with S-Corp taxation and installment sales,...
Read the Case StudyFourplex Lookback: $1M
How the owner of a four-unit building held for 6 years used a Form 3115 change in accounting method to claim $1,030,000 of previously missed depreciation in a single year, reducing tax by ap...
Read the Case StudyFourplex Lookback: $292K
How the owner of a four-unit building held for 10 years used a Form 3115 change in accounting method to claim $292,500 of previously missed depreciation in a single year, reducing tax by app...
Read the Case StudyFourplex Lookback: $352K
How the owner of a four-unit building held for 6 years used a Form 3115 change in accounting method to claim $352,500 of previously missed depreciation in a single year, reducing tax by appr...
Read the Case StudyFourplex Lookback: $414K
How the owner of a four-unit building held for 6 years used a Form 3115 change in accounting method to claim $414,500 of previously missed depreciation in a single year, reducing tax by appr...
Read the Case StudyFourplex Lookback: $687K
How the owner of a four-unit building held for 8 years used a Form 3115 change in accounting method to claim $687,000 of previously missed depreciation in a single year, reducing tax by appr...
Read the Case StudyHigh-Income Physician Saves $89K with Spousal REPS and STR Cost Seg
How a physician earning $650K W-2 qualified for Real Estate Professional Status through a spouse, using STR cost segregation to offset W-2 income and save $89,000.
Read the Case StudyHistoric Townhouse STR: $190K Deduction
How the owner of a $900,000 historic townhouse in a historic garden district used a cost segregation study and the short-term rental exception to deduct $190,200 in the first year and reduce...
Read the Case StudyHistoric Townhouse STR: $343K Deduction
How the owner of a $1,390,000 historic townhouse in a preserved downtown district used a cost segregation study and the short-term rental exception to deduct $342,800 in the first year and r...
Read the Case StudyHistoric Townhouse STR: $467K Deduction
How the owner of a $1,890,000 historic townhouse in a French Quarter adjacent district used a cost segregation study and the short-term rental exception to deduct $466,700 in the first year...
Read the Case StudyHistoric Townhouse STR: $537K Deduction
How the owner of a $2,385,000 historic townhouse in a preserved downtown district used a cost segregation study and the short-term rental exception to deduct $536,900 in the first year and r...
Read the Case StudyInherited LTR Gets $217K Year 1 Deduction via Stepped-Up Basis Cost Seg
How an inherited long-term rental property with a stepped-up basis of $620K used cost segregation to maximize depreciation on the new basis, generating $217K in Year 1 deductions.
Read the Case StudyInvestor Captures $340K via Form 3115 Catch-Up Depreciation on 3 Properties
How a real estate investor with 3 properties owned 5+ years filed Form 3115 for catch-up depreciation of $340,000 in a single year, recovering years of missed accelerated deductions.
Read the Case StudyLTR Investor Saves $127K with Section 1250 Recapture Planning and 1031 Exchange
How an LTR investor planning a sale used cost segregation analysis to model Section 1250 recapture exposure and structured a 1031 exchange to defer $127,000 in taxes.
Read the Case StudyLake House STR Owner Gets $91K First-Year Deduction via Cost Segregation
How a $750K lake house short-term rental owner used cost segregation to reclassify $262K in components for 100% bonus depreciation, combined with material participation under the 100-hour sa...
Read the Case StudyLake House STR: $132K Deduction
How the owner of a $505,000 lake house in Smith Mountain Lake used a cost segregation study and the short-term rental exception to deduct $132,500 in the first year and reduce tax by approxi...
Read the Case StudyLake House STR: $171K Deduction
How the owner of a $570,000 lake house in Lake of the Ozarks used a cost segregation study and the short-term rental exception to deduct $170,700 in the first year and reduce tax by approxim...
Read the Case StudyLake House STR: $264K Deduction
How the owner of a $1,155,000 lake house in Lake Norman used a cost segregation study and the short-term rental exception to deduct $264,300 in the first year and reduce tax by approximately...
Read the Case StudyLake House STR: $412K Deduction
How the owner of a $1,840,000 lake house in Finger Lakes region used a cost segregation study and the short-term rental exception to deduct $412,100 in the first year and reduce tax by appro...
Read the Case StudyLake House STR: $436K Deduction
How the owner of a $2,050,000 lake house in Finger Lakes region used a cost segregation study and the short-term rental exception to deduct $435,800 in the first year and reduce tax by appro...
Read the Case StudyLake House STR: $445K Deduction
How the owner of a $1,680,000 lake house in Lake Travis used a cost segregation study and the short-term rental exception to deduct $445,100 in the first year and reduce tax by approximately...
Read the Case StudyLake House STR: $454K Deduction
How the owner of a $1,560,000 lake house in Deep Creek Lake used a cost segregation study and the short-term rental exception to deduct $453,800 in the first year and reduce tax by approxima...
Read the Case StudyLake House STR: $528K Deduction
How the owner of a $1,845,000 lake house in Lake Michigan shoreline used a cost segregation study and the short-term rental exception to deduct $527,700 in the first year and reduce tax by a...
Read the Case StudyLake House STR: $569K Deduction
How the owner of a $1,910,000 lake house in Table Rock Lake used a cost segregation study and the short-term rental exception to deduct $568,800 in the first year and reduce tax by approxima...
Read the Case StudyLand Developer Installment Sales and Like-Kind Exchange
How a land developer used entity separation, installment sales on lot sales, and a 1031 exchange on retained outparcels to defer $145,000 in taxes.
Read the Case StudyMid-Size Apartment Complex Lookback: $342K
How the owner of a thirty-four-unit garden complex held for 10 years used a Form 3115 change in accounting method to claim $341,500 of previously missed depreciation in a single year, reduci...
Read the Case StudyMid-Size Apartment Complex Lookback: $682K
How the owner of a thirty-four-unit garden complex held for 11 years used a Form 3115 change in accounting method to claim $682,500 of previously missed depreciation in a single year, reduci...
Read the Case StudyMid-Size Apartment Complex Lookback: $709K
How the owner of a thirty-four-unit garden complex held for 9 years used a Form 3115 change in accounting method to claim $709,000 of previously missed depreciation in a single year, reducin...
Read the Case StudyMixed Residential Portfolio Lookback: $169K
How the owner of a nine-property residential portfolio held for 6 years used a Form 3115 change in accounting method to claim $169,000 of previously missed depreciation in a single year, red...
Read the Case StudyMixed Residential Portfolio Lookback: $440K
How the owner of a nine-property residential portfolio held for 10 years used a Form 3115 change in accounting method to claim $440,000 of previously missed depreciation in a single year, re...
Read the Case StudyMixed Residential Portfolio Lookback: $463K
How the owner of a nine-property residential portfolio held for 10 years used a Form 3115 change in accounting method to claim $463,000 of previously missed depreciation in a single year, re...
Read the Case StudyMixed Residential Portfolio Lookback: $640K
How the owner of a nine-property residential portfolio held for 12 years used a Form 3115 change in accounting method to claim $640,000 of previously missed depreciation in a single year, re...
Read the Case StudyMixed Residential Portfolio Lookback: $839K
How the owner of a nine-property residential portfolio held for 7 years used a Form 3115 change in accounting method to claim $839,000 of previously missed depreciation in a single year, red...
Read the Case StudyMixed Residential Portfolio Lookback: $966K
How the owner of a nine-property residential portfolio held for 10 years used a Form 3115 change in accounting method to claim $966,500 of previously missed depreciation in a single year, re...
Read the Case StudyMobile Home Park Cost Segregation on Infrastructure and Land Improvements
How a mobile home park owner with 120 pads used cost segregation on infrastructure and land improvements to save $98,000 annually.
Read the Case StudyMountain Cabin STR Saves $34K Extra via Augusta Rule Stacking with Cost Seg
How a $520K mountain cabin STR purchased mid-year used cost segregation to reclassify $182K into accelerated categories with full bonus depreciation, plus the Augusta Rule for an additional...
Read the Case StudyMountain Cabin STR: $170K Deduction
How the owner of a $730,000 mountain cabin in the Ozarks used a cost segregation study and the short-term rental exception to deduct $169,900 in the first year and reduce tax by approximatel...
Read the Case StudyMountain Cabin STR: $262K Deduction
How the owner of a $995,000 mountain cabin in the Sierra foothills used a cost segregation study and the short-term rental exception to deduct $261,800 in the first year and reduce tax by ap...
Read the Case StudyMountain Cabin STR: $351K Deduction
How the owner of a $1,335,000 mountain cabin in the Sierra foothills used a cost segregation study and the short-term rental exception to deduct $351,200 in the first year and reduce tax by...
Read the Case StudyMountain Cabin STR: $368K Deduction
How the owner of a $1,780,000 mountain cabin in the San Juans used a cost segregation study and the short-term rental exception to deduct $368,400 in the first year and reduce tax by approxi...
Read the Case StudyMountain Cabin STR: $388K Deduction
How the owner of a $1,690,000 mountain cabin in the Bitterroot Valley used a cost segregation study and the short-term rental exception to deduct $387,700 in the first year and reduce tax by...
Read the Case StudyMountain Cabin STR: $428K Deduction
How the owner of a $1,840,000 mountain cabin in the Smoky Mountains used a cost segregation study and the short-term rental exception to deduct $427,600 in the first year and reduce tax by a...
Read the Case StudyMountain Cabin STR: $506K Deduction
How the owner of a $2,110,000 mountain cabin in the Smoky Mountains used a cost segregation study and the short-term rental exception to deduct $506,100 in the first year and reduce tax by a...
Read the Case StudyMountain Cabin STR: $520K Deduction
How the owner of a $2,125,000 mountain cabin in the Smoky Mountains used a cost segregation study and the short-term rental exception to deduct $520,300 in the first year and reduce tax by a...
Read the Case StudyMountain Cabin STR: $544K Deduction
How the owner of a $1,775,000 mountain cabin in the Bitterroot Valley used a cost segregation study and the short-term rental exception to deduct $544,200 in the first year and reduce tax by...
Read the Case StudyMountain Cabin STR: $558K Deduction
How the owner of a $2,165,000 mountain cabin in the Poconos used a cost segregation study and the short-term rental exception to deduct $555,400 in the first year and reduce tax by approxima...
Read the Case StudyPhysician Real Estate Professional Status Qualification and Cost Segregation Combo
How a physician with side real estate investments qualified for Real Estate Professional Status and combined cost segregation to save $112,000 annually.
Read the Case StudyProfessional Athlete Entity Structure and Real Estate Income Offset Strategy
How a professional athlete earning $3M structured entities and used real estate investments to offset active income, saving $174,000 annually.
Read the Case StudyRE Investor with Operating Business Saves $83K with Management Company Structure
How a real estate investor with an operating business and 6 rental properties created a management company structure with self-rental strategy, saving $83,000 annually.
Read the Case StudyReal Estate Agent Saves $71K Using Commission Income to Fund STR Portfolio with REPS
How a real estate agent used commission income to fund an STR portfolio, qualified as a Real Estate Professional, and performed cost segregation on 3 investment properties to save $71,000.
Read the Case StudyReal Estate Broker Saves $52K with Team Entity Restructuring
How a real estate broker with $1.4M GCI and an 8-person team restructured commission flow through an S-Corp and implemented a group health plan, saving $52,000 annually.
Read the Case StudyReal Estate Professional with Grouping Election and Cost Segregation
How a property management S-Corp owner with 6 rental properties used Real Estate Professional Status, a grouping election, and cost segregation to convert passive losses into non-passive ded...
Read the Case StudyRestaurant Owner Saves $94K with Cost Seg + FICA Tip Credit Stacking
How a restaurant owner with 2 locations used cost segregation on owned buildings plus FICA tip credit stacking to save $94,000 combined.
Read the Case StudySTR Investor Wipes Out W-2 Income with $1.1M in Year 1 Deductions Across 5 Properties
How an investor with 5 STR properties totaling $3.2M used combined cost segregation studies yielding $1.1M in Year 1 deductions to eliminate federal tax on W-2 income via Real Estate Profess...
Read the Case StudySTR Losses Released: $123K
How a chief technology officer with a downtown loft in a stadium district restructured operations to meet the seven-day rule and material participation tests, releasing $123,000 of suspended...
Read the Case StudySTR Losses Released: $141K
How a commercial airline captain with a beachfront cottage in Padre Island restructured operations to meet the seven-day rule and material participation tests, releasing $141,000 of suspende...
Read the Case StudySTR Losses Released: $177K
How an engineering program manager with a desert casita in the high desert restructured operations to meet the seven-day rule and material participation tests, releasing $177,000 of suspende...
Read the Case StudySTR Losses Released: $177K (Massachusetts)
How a structural engineering principal with a ski-in condo in a northern Michigan ski area restructured operations to meet the seven-day rule and material participation tests, releasing $177...
Read the Case StudySTR Losses Released: $190K
How a psychiatrist with a beachfront cottage in the Alabama coast restructured operations to meet the seven-day rule and material participation tests, releasing $190,000 of suspended losses...
Read the Case StudySTR Losses Released: $201K
How a corporate attorney with a desert casita in southern Utah near the national parks restructured operations to meet the seven-day rule and material participation tests, releasing $201,000...
Read the Case StudySTR Losses Released: $215K
How a corporate finance executive with a historic townhouse in a historic garden district restructured operations to meet the seven-day rule and material participation tests, releasing $215,...
Read the Case StudySTR Losses Released: $217K
How an emergency medicine physician with a historic townhouse in a French Quarter adjacent district restructured operations to meet the seven-day rule and material participation tests, relea...
Read the Case StudySTR Losses Released: $221K
How a private equity principal with a downtown loft in a downtown arts district restructured operations to meet the seven-day rule and material participation tests, releasing $221,000 of sus...
Read the Case StudySTR Losses Released: $228K
How a CRNA with a mountain cabin in the Blue Ridge restructured operations to meet the seven-day rule and material participation tests, releasing $228,000 of suspended losses worth approxima...
Read the Case StudySTR Losses Released: $230K
How a structural engineering principal with a wine country cottage in the Finger Lakes wine region restructured operations to meet the seven-day rule and material participation tests, releas...
Read the Case StudySTR Losses Released: $235K
How a principal software engineer with a wine country cottage in a Virginia wine corridor restructured operations to meet the seven-day rule and material participation tests, releasing $235,...
Read the Case StudySTR Losses Released: $238K
How a semiconductor design engineer with a historic townhouse in a waterfront historic district restructured operations to meet the seven-day rule and material participation tests, releasing...
Read the Case StudySTR Losses Released: $243K
How a semiconductor design engineer with a beachfront cottage in the Oregon coast restructured operations to meet the seven-day rule and material participation tests, releasing $243,000 of s...
Read the Case StudySTR Losses Released: $246K
How a biotech research director with a mountain cabin in the Ozarks restructured operations to meet the seven-day rule and material participation tests, releasing $246,000 of suspended losse...
Read the Case StudySTR Losses Released: $252K
How a corporate finance executive with a wine country cottage in a Virginia wine corridor restructured operations to meet the seven-day rule and material participation tests, releasing $252,...
Read the Case StudySTR Losses Released: $256K
How a cybersecurity director with a wine country cottage in a Napa Valley corridor restructured operations to meet the seven-day rule and material participation tests, releasing $256,000 of...
Read the Case StudySTR Losses Released: $275K
How a university department chair with a ski-in condo in a Sierra Nevada resort area restructured operations to meet the seven-day rule and material participation tests, releasing $275,000 o...
Read the Case StudySTR Losses Released: $275K (Montana)
How a cardiologist with a ski-in condo in a New England ski region restructured operations to meet the seven-day rule and material participation tests, releasing $275,000 of suspended losses...
Read the Case StudySTR Losses Released: $281K
How a hospitalist with a lake house in Lake of the Ozarks restructured operations to meet the seven-day rule and material participation tests, releasing $281,000 of suspended losses worth ap...
Read the Case StudySTR Losses Released: $281K (Rhode Island)
How a petroleum engineer with a wine country cottage in the Texas Hill Country restructured operations to meet the seven-day rule and material participation tests, releasing $281,000 of susp...
Read the Case StudySTR Losses Released: $306K
How a structural engineering principal with a downtown loft in a convention district restructured operations to meet the seven-day rule and material participation tests, releasing $306,000 o...
Read the Case StudySTR Losses Released: $310K
How a pharmacist executive with a wine country cottage in a Virginia wine corridor restructured operations to meet the seven-day rule and material participation tests, releasing $310,000 of...
Read the Case StudySTR Losses Released: $325K
How a dermatologist with a historic townhouse in a French Quarter adjacent district restructured operations to meet the seven-day rule and material participation tests, releasing $325,000 of...
Read the Case StudySTR Losses Released: $342K
How an engineering program manager with a mountain cabin in the Blue Ridge restructured operations to meet the seven-day rule and material participation tests, releasing $342,000 of suspende...
Read the Case StudySTR Losses Released: $354K
How a dermatologist with a lake house in Lake Chelan restructured operations to meet the seven-day rule and material participation tests, releasing $354,000 of suspended losses worth approxi...
Read the Case StudySTR Losses Released: $358K
How a principal software engineer with a lake house in Lake Travis restructured operations to meet the seven-day rule and material participation tests, releasing $358,000 of suspended losses...
Read the Case StudySTR Losses Released: $364K
How a regional sales director with a wine country cottage in a Napa Valley corridor restructured operations to meet the seven-day rule and material participation tests, releasing $364,000 of...
Read the Case StudySTR Losses Released: $370K
How a principal software engineer with a desert casita in greater Phoenix restructured operations to meet the seven-day rule and material participation tests, releasing $370,000 of suspended...
Read the Case StudySTR Losses Released: $384K
How a commercial airline captain with a ski-in condo in a Wasatch resort corridor restructured operations to meet the seven-day rule and material participation tests, releasing $384,000 of s...
Read the Case StudySTR Losses Released: $408K
How an aerospace systems engineer with a mountain cabin in the Bitterroot Valley restructured operations to meet the seven-day rule and material participation tests, releasing $408,000 of su...
Read the Case StudySTR Losses Released: $420K
How a patent attorney with a wine country cottage in a Virginia wine corridor restructured operations to meet the seven-day rule and material participation tests, releasing $420,000 of suspe...
Read the Case StudySTR Losses Released: $440K
How a radiologist with a mountain cabin in the Poconos restructured operations to meet the seven-day rule and material participation tests, releasing $440,000 of suspended losses worth appro...
Read the Case StudySTR Losses Released: $95K
How an aerospace systems engineer with a desert casita in greater Phoenix restructured operations to meet the seven-day rule and material participation tests, releasing $95,000 of suspended...
Read the Case StudySTR Losses Released: $96K
How a product management director with a lake house in Flathead Lake restructured operations to meet the seven-day rule and material participation tests, releasing $96,000 of suspended losse...
Read the Case StudySTR Losses Released: $98K
How a management consulting partner with a desert casita in the high desert restructured operations to meet the seven-day rule and material participation tests, releasing $98,000 of suspende...
Read the Case StudySTR Owner Captures $187K Catch-Up Depreciation via Form 3115
How an STR owner who had held a property for 4 years without cost segregation filed Form 3115 for a change in accounting method, capturing $187,000 in catch-up depreciation in a single year.
Read the Case StudySelf-Storage Facility Cost Segregation and Automation Equipment Strategy
How a self-storage investor with 3 facilities used cost segregation on metal buildings and Section 179 on automation equipment to save $126,000 annually.
Read the Case StudyShort-Term Rental Portfolio Cost Segregation and Material Participation
How a short-term rental investor with 5 properties used cost segregation, material participation documentation, and a grouping election to generate $200,000 in non-passive losses that offset...
Read the Case StudySingle-Family Rental Portfolio Lookback: $204K
How the owner of four single-family rentals held for 6 years used a Form 3115 change in accounting method to claim $204,500 of previously missed depreciation in a single year, reducing tax b...
Read the Case StudySingle-Family Rental Portfolio Lookback: $672K
How the owner of four single-family rentals held for 11 years used a Form 3115 change in accounting method to claim $672,500 of previously missed depreciation in a single year, reducing tax...
Read the Case StudySingle-Family Rental Portfolio Lookback: $702K
How the owner of four single-family rentals held for 11 years used a Form 3115 change in accounting method to claim $702,000 of previously missed depreciation in a single year, reducing tax...
Read the Case StudySingle-Family Rental Portfolio Lookback: $874K
How the owner of four single-family rentals held for 9 years used a Form 3115 change in accounting method to claim $873,500 of previously missed depreciation in a single year, reducing tax b...
Read the Case StudySingle-Family Rental Portfolio Lookback: $925K
How the owner of four single-family rentals held for 7 years used a Form 3115 change in accounting method to claim $925,000 of previously missed depreciation in a single year, reducing tax b...
Read the Case StudySki-In Condo STR: $267K Deduction
How the owner of a $975,000 ski-in condo in a Wasatch resort corridor used a cost segregation study and the short-term rental exception to deduct $266,800 in the first year and reduce tax by...
Read the Case StudySki-In Condo STR: $356K Deduction
How the owner of a $1,435,000 ski-in condo in a northern Michigan ski area used a cost segregation study and the short-term rental exception to deduct $356,400 in the first year and reduce t...
Read the Case StudySki-In Condo STR: $418K Deduction
How the owner of a $1,560,000 ski-in condo in a northern Michigan ski area used a cost segregation study and the short-term rental exception to deduct $417,900 in the first year and reduce t...
Read the Case StudySki-In Condo STR: $428K Deduction
How the owner of a $1,620,000 ski-in condo in a Sierra Nevada resort area used a cost segregation study and the short-term rental exception to deduct $428,000 in the first year and reduce ta...
Read the Case StudySki-In Condo STR: $481K Deduction
How the owner of a $1,935,000 ski-in condo in a Rocky Mountain ski corridor used a cost segregation study and the short-term rental exception to deduct $480,600 in the first year and reduce...
Read the Case StudySki-In Condo STR: $500K Deduction
How the owner of a $2,200,000 ski-in condo in a Wasatch resort corridor used a cost segregation study and the short-term rental exception to deduct $499,500 in the first year and reduce tax...
Read the Case StudySmall Apartment Building Lookback: $1.1M
How the owner of a twelve-unit apartment building held for 7 years used a Form 3115 change in accounting method to claim $1,097,500 of previously missed depreciation in a single year, reduci...
Read the Case StudySmall Apartment Building Lookback: $1.2M
How the owner of a twelve-unit apartment building held for 5 years used a Form 3115 change in accounting method to claim $1,196,000 of previously missed depreciation in a single year, reduci...
Read the Case StudySmall Apartment Building Lookback: $234K
How the owner of a twelve-unit apartment building held for 7 years used a Form 3115 change in accounting method to claim $234,500 of previously missed depreciation in a single year, reducing...
Read the Case StudySmall Apartment Building Lookback: $308K
How the owner of a twelve-unit apartment building held for 11 years used a Form 3115 change in accounting method to claim $308,000 of previously missed depreciation in a single year, reducin...
Read the Case StudySmall Apartment Building Lookback: $483K
How the owner of a twelve-unit apartment building held for 7 years used a Form 3115 change in accounting method to claim $483,000 of previously missed depreciation in a single year, reducing...
Read the Case StudySmall Apartment Building Lookback: $584K
How the owner of a twelve-unit apartment building held for 8 years used a Form 3115 change in accounting method to claim $584,500 of previously missed depreciation in a single year, reducing...
Read the Case StudySmall Apartment Building Lookback: $701K
How the owner of a twelve-unit apartment building held for 11 years used a Form 3115 change in accounting method to claim $701,000 of previously missed depreciation in a single year, reducin...
Read the Case StudySmall Apartment Building Lookback: $839K
How the owner of a twelve-unit apartment building held for 9 years used a Form 3115 change in accounting method to claim $839,000 of previously missed depreciation in a single year, reducing...
Read the Case StudySmall Apartment Building Lookback: $905K
How the owner of a twelve-unit apartment building held for 4 years used a Form 3115 change in accounting method to claim $905,000 of previously missed depreciation in a single year, reducing...
Read the Case StudyStudent Housing Property Lookback: $1.3M
How the owner of a purpose-built student housing property held for 4 years used a Form 3115 change in accounting method to claim $1,286,000 of previously missed depreciation in a single year...
Read the Case StudyStudent Housing Property Lookback: $152K
How the owner of a purpose-built student housing property held for 4 years used a Form 3115 change in accounting method to claim $152,500 of previously missed depreciation in a single year,...
Read the Case StudyStudent Housing Property Lookback: $641K
How the owner of a purpose-built student housing property held for 10 years used a Form 3115 change in accounting method to claim $641,000 of previously missed depreciation in a single year,...
Read the Case StudyTownhome Portfolio Lookback: $382K
How the owner of six attached townhomes held for 4 years used a Form 3115 change in accounting method to claim $382,500 of previously missed depreciation in a single year, reducing tax by ap...
Read the Case StudyTownhome Portfolio Lookback: $996K
How the owner of six attached townhomes held for 6 years used a Form 3115 change in accounting method to claim $996,000 of previously missed depreciation in a single year, reducing tax by ap...
Read the Case StudyTriple Net Lease Passive Income Grouping Elections and Cost Segregation Strategy
How a triple net lease investor with a $4M portfolio used passive activity grouping elections and strategic cost segregation to save $67,000 annually.
Read the Case StudyTriplex Lookback: $169K
How the owner of a three-unit building held for 7 years used a Form 3115 change in accounting method to claim $169,000 of previously missed depreciation in a single year, reducing tax by app...
Read the Case StudyTriplex Lookback: $442K
How the owner of a three-unit building held for 10 years used a Form 3115 change in accounting method to claim $442,500 of previously missed depreciation in a single year, reducing tax by ap...
Read the Case StudyVeterinary Practice Cost Segregation and Equipment Section 179 Strategy
How a veterinary practice generating $2.2M in revenue used cost segregation on its clinic building and Section 179 expensing on diagnostic and surgical equipment to save $83,000 annually.
Read the Case StudyWine Country Cottage STR: $194K Deduction
How the owner of a $690,000 wine country cottage in a Napa Valley corridor used a cost segregation study and the short-term rental exception to deduct $194,200 in the first year and reduce t...
Read the Case StudyWine Country Cottage STR: $222K Deduction
How the owner of a $970,000 wine country cottage in the Finger Lakes wine region used a cost segregation study and the short-term rental exception to deduct $221,500 in the first year and re...
Read the Case StudyWine Country Cottage STR: $302K Deduction
How the owner of a $1,350,000 wine country cottage in the Willamette Valley used a cost segregation study and the short-term rental exception to deduct $301,800 in the first year and reduce...
Read the Case StudyWine Country Cottage STR: $426K Deduction
How the owner of a $1,705,000 wine country cottage in the Willamette Valley used a cost segregation study and the short-term rental exception to deduct $426,500 in the first year and reduce...
Read the Case StudyWine Country Cottage STR: $462K Deduction
How the owner of a $2,010,000 wine country cottage in the Texas Hill Country used a cost segregation study and the short-term rental exception to deduct $461,700 in the first year and reduce...
Read the Case StudyWine Country Cottage STR: $481K Deduction
How the owner of a $1,715,000 wine country cottage in the Willamette Valley used a cost segregation study and the short-term rental exception to deduct $480,600 in the first year and reduce...
Read the Case StudyWine Country Cottage STR: $524K Deduction
How the owner of a $2,110,000 wine country cottage in a Napa Valley corridor used a cost segregation study and the short-term rental exception to deduct $524,000 in the first year and reduce...
Read the Case StudyWorkforce Housing Complex Lookback: $368K
How the owner of a twenty-two-unit workforce housing property held for 12 years used a Form 3115 change in accounting method to claim $368,500 of previously missed depreciation in a single y...
Read the Case StudyWorkforce Housing Complex Lookback: $401K
How the owner of a twenty-two-unit workforce housing property held for 6 years used a Form 3115 change in accounting method to claim $401,000 of previously missed depreciation in a single ye...
Read the Case StudyWorkforce Housing Complex Lookback: $454K
How the owner of a twenty-two-unit workforce housing property held for 9 years used a Form 3115 change in accounting method to claim $453,500 of previously missed depreciation in a single ye...
Read the Case StudyWorkforce Housing Complex Lookback: $462K
How the owner of a twenty-two-unit workforce housing property held for 9 years used a Form 3115 change in accounting method to claim $462,000 of previously missed depreciation in a single ye...
Read the Case StudyWorkforce Housing Complex Lookback: $557K
How the owner of a twenty-two-unit workforce housing property held for 9 years used a Form 3115 change in accounting method to claim $557,000 of previously missed depreciation in a single ye...
Read the Case StudyWorkforce Housing Complex Lookback: $700K
How the owner of a twenty-two-unit workforce housing property held for 6 years used a Form 3115 change in accounting method to claim $699,500 of previously missed depreciation in a single ye...
Read the Case StudyWorkforce Housing Complex Lookback: $721K
How the owner of a twenty-two-unit workforce housing property held for 11 years used a Form 3115 change in accounting method to claim $721,000 of previously missed depreciation in a single y...
Read the Case StudyCost Seg Saves $59K on Residential Rental
A real estate investor purchased a $450,000 rental property. Our cost segregation study identified 35% of the purchase price ($157,500) as eligible for accelerated depreciation. With 100% bonus depreciation, the full $157,500 was deducted in Year 1, producing $59,063 in federal tax savings.
Read the Case StudyCost Seg on $1.2M Office Building Unlocks $147K
A business owner acquired a $1.2M office building. Our study reclassified 35% ($420,000) into 5-year, 7-year, and 15-year MACRS property. With 100% bonus depreciation applied, the owner captured $147,000 in Year 1 tax savings against ordinary income.
Read the Case StudyCost Seg Saves Investor $82K on Duplex Portfolio
An investor purchased two duplexes totaling $680,000. Cost segregation identified $238,000 (35%) in eligible components across both properties. The combined Year 1 bonus depreciation produced $82,000 in tax savings, fully offsetting the investor's W-2 income tax liability.
Read the Case StudyRetroactive Cost Seg Recovers $210K via Form 3115
A property owner placed a $950,000 rental in service four years prior without a cost seg study. Using Form 3115, we applied a retroactive cost segregation and captured $332,500 in catch-up depreciation in a single tax year, generating $210,000 in immediate tax savings.
Read the Case StudyCost Seg on $2.1M Warehouse Generates $273K Deduction
A logistics company purchased a $2.1M warehouse. Our cost segregation study identified $735,000 (35%) in components eligible for accelerated depreciation under MACRS. With 100% bonus depreciation, the company captured a $273,000 first-year tax reduction.
Read the Case StudyS-Corp Election Saves Consultant $19K in SE Tax
A marketing consultant earning $250,000 as a sole proprietor was paying $35,340 in self-employment tax. After electing S-Corp status with $120,000 in reasonable compensation and $130,000 in distributions, annual SE tax savings totaled $19,890.
Read the Case StudyS-Corp Restructuring Saves Medical Practice $34K
A medical practice generating $420,000 in net income restructured from an LLC taxed as a partnership to an S-Corp. With reasonable compensation set at $200,000 and $220,000 taken as distributions, the practice saved $33,660 annually in self-employment taxes.
Read the Case StudySolo Consultant Saves $14K With S-Corp Election
A solo IT consultant earning $180,000 elected S-Corp status. With reasonable compensation benchmarked at $95,000 and $85,000 paid as shareholder distributions, the consultant reduced self-employment tax by $13,005 annually while maintaining full compliance.
Read the Case StudyTech Freelancer Saves $27K With Late S-Corp Election
A software developer earning $350,000 had been filing as a sole proprietor for three years. We filed Form 2553 with late election relief, set reasonable compensation at $160,000, and restructured $190,000 as distributions -- saving $27,000 annually in self-employment tax.
Read the Case StudyS-Corp Payroll Strategy Saves Dental Group $41K
A two-partner dental practice earning $500,000 net optimized its S-Corp payroll strategy. Reasonable compensation was benchmarked at $175,000 per dentist, with the remaining $150,000 distributed as profits. Combined annual self-employment tax savings reached $41,310.
Read the Case StudySTR Loophole Offsets $87K in W-2 Income
A W-2 earner making $310,000 purchased a $425,000 short-term rental with an average rental period under 7 days. With material participation documented and a cost segregation study generating $148,750 in Year 1 depreciation, the resulting paper loss offset $87,000 in W-2 income taxes.
Read the Case StudySTR Strategy Creates $124K Paper Loss for Physician
A physician earning $480,000 in W-2 income purchased a $620,000 vacation rental operated as an STR. After documenting material participation (100+ hours, no one else exceeded) and completing a cost segregation study generating $217,000 in Year 1 depreciation, the net tax savings reached $124,000.
Read the Case StudyAirbnb Investor Uses 7-Day Rule for $52K Tax Savings
An investor purchased a $340,000 property and operated it as a short-term rental with a 5-day average stay. By logging 120 hours of material participation (with no other individual exceeding that), the rental qualified as non-passive. Cost segregation and startup losses produced $52,000 in first-year tax savings.
Read the Case StudySTR Portfolio Generates $193K in Tax Savings
An investor built a portfolio of three short-term rental properties totaling $1.1M. Cost segregation studies on all three identified $385,000 in Year 1 accelerated depreciation. With material participation documented on each property, the combined losses offset active income and produced $193,000 in total tax savings.
Read the Case StudyCouple Uses STR Strategy to Eliminate $175K Tax Bill
A dual-income household earning $175,000 combined purchased a $380,000 cabin and operated it as a short-term rental. The wife materially participated with 750+ hours of management. A cost segregation study generated $133,000 in Year 1 depreciation, eliminating the household's entire federal income tax liability.
Read the Case StudyThree-Year Lookback Recovers $47K for Surgeon
A surgeon's prior CPA had missed the qualified business income deduction and miscategorized rental income for three consecutive years. Our lookback review identified $47,200 in recoverable refunds. All three amended returns were filed and refunds received within 90 days.
Read the Case StudyAmended Returns Recover $63K for Restaurant Owner
A restaurant owner's prior returns were missing Section 179 deductions on $190,000 in kitchen equipment and had failed to claim FICA tip credits. After amending two prior years, the owner received $63,400 in combined federal and state refunds.
Read the Case StudyCPA Errors Lead to $89K Recovery for RE Investor
A real estate investor's prior CPA had incorrectly classified active rental income as passive, missed a cost segregation catch-up opportunity, and used the wrong cost basis on two properties. After amending three prior years and filing Form 3115, the investor recovered $89,000 in overpaid taxes.
Read the Case StudyAmendment Audit Finds $31K for Marketing Agency
A digital marketing agency had never claimed research and development credits for its proprietary software work, and the owner's home office deduction was omitted entirely. Amending two prior years produced $31,200 in refunds, plus the agency now claims R&D credits going forward.
Read the Case StudyHolding Company Structure Saves Contractor $54K
A general contractor operating three separate LLCs consolidated them under a holding company structure. By optimizing management fees and intercompany transactions, the restructuring reduced the owner's combined tax liability by $54,000 annually while improving asset protection.
Read the Case StudyEntity Restructuring Cuts Tax Bill by $72K for Medical Group
A physician operating four entities -- two practices, a real estate LLC, and a management company -- had overlapping structures creating unnecessary tax exposure. We restructured the entities to maximize QBI deductions and minimize self-employment tax, producing $72,000 in annual savings.
Read the Case StudyMulti-LLC Consolidation Saves Investor $38K
A real estate investor with six separate rental property LLCs reorganized them under two holding companies. The restructuring simplified tax reporting, unlocked IRC Section 469 grouping elections, and produced $38,500 in annual tax savings through optimized passive activity treatment.
Read the Case StudyFranchise Owner Restructures 5 Entities for $61K Savings
A franchise owner with five locations -- each in a separate LLC -- added a management company and property holding LLC. By restructuring payroll, centralizing overhead, and optimizing rent payments between entities, the owner reduced total tax liability by $61,000 annually.
Read the Case StudyRE Professional Status Unlocks $134K in Rental Losses
A spouse qualified as a real estate professional by logging 780 hours in property management activities. This unlocked $134,000 in previously suspended passive rental losses, which were applied against the household's $410,000 in W-2 income -- producing a substantial refund in the first year.
Read the Case StudyREPS Election Saves Investor Couple $97K
A wife logged 762 hours managing the couple's four rental properties and elected real estate professional status. This allowed $260,000 in rental losses -- driven by cost segregation depreciation -- to offset her husband's $380,000 W-2 salary, reducing their combined tax bill by $97,000.
Read the Case StudyREPS Offsets $78K in Active Income for Former Teacher
A former teacher transitioned to full-time property management, logging over 1,200 hours across the couple's rental portfolio. After electing REPS, $210,000 in accelerated depreciation from cost segregation studies was applied against the household's active income, saving $78,500 in federal taxes.
Read the Case StudyREPS + Cost Seg Produces $165K Tax Reduction
A spouse with real estate professional status managed five rental properties. Cost segregation studies on three newly acquired properties generated $440,000 in combined depreciation. Applied against $520,000 in household W-2 income, the strategy produced $165,000 in total tax savings for the year.
Read the Case StudyC-Corp to S-Corp Conversion Eliminates Double Tax on $180K
A C-Corp with $320,000 in net income was subject to double taxation on $180,000 in annual shareholder distributions. After converting to S-Corp status with proper built-in gains tax planning, the owner eliminated $39,600 in annual double taxation and now passes income through at individual rates.
Read the Case StudyS-Corp Conversion Saves Manufacturer $67K Annually
A manufacturing business earning $580,000 net had been operating as a C-Corp, resulting in $67,000 in unnecessary double taxation each year. We managed the conversion to S-Corp status, navigated the built-in gains recognition period, and eliminated $67,000 in annual tax waste.
Read the Case StudyLaw Firm Converts to S-Corp for $28K Annual Savings
A law firm operating as a C-Corp with $240,000 in net income converted to S-Corp status. By optimizing reasonable compensation and eliminating corporate-level taxation on distributed earnings, the firm reduced its total tax burden by $28,400 annually.
Read the Case StudyEquipment Lease Generates $125K Depreciation Deduction
A business owner facing a high-income year of $520,000 used an equipment leasing strategy to acquire $375,000 in qualifying assets. With 100% bonus depreciation, the full purchase price was deducted in Year 1, reducing the owner's tax bill by $125,000.
Read the Case StudyEquipment Leasing Offsets $83K for Construction Company
A construction company with $340,000 in taxable income leased $250,000 in heavy equipment through a qualifying arrangement. Accelerated depreciation under Section 168(k) allowed the full $250,000 to be deducted in the first year, producing $83,000 in tax savings.
Read the Case StudyDental Practice Uses Equipment Lease for $94K Deduction
A dental practice with $410,000 in net income leased $280,000 in digital imaging and operatory equipment. Using 100% first-year bonus depreciation, the practice deducted the full cost in Year 1, reducing taxable income by $280,000 and saving $94,000 in federal taxes.
Read the Case StudySolo 401(k) + Cash Balance Plan Shelters $148K Annually
A high-earning consultant making $450,000 had no retirement plan in place. We implemented a Solo 401(k) with $69,000 in total contributions plus a cash balance defined benefit plan sheltering an additional $79,000 -- for a combined $148,000 in annual tax-deferred savings and $55,500 in tax reduction.
Read the Case StudyDefined Benefit Plan Shelters $185K for Physician
A physician earning $620,000 in W-2 income was maxing out a basic 401(k) at $23,000. We designed and implemented a defined benefit plan alongside the existing 401(k), increasing total annual retirement contributions to $185,000 and generating $69,375 in additional tax savings each year.
Read the Case StudyRetirement Redesign Saves Business Owner $42K in Taxes
A business owner earning $280,000 had made zero retirement contributions for five years. We implemented a SEP IRA in year one, then transitioned to a Solo 401(k) with employer match. Total sheltered income reached $112,000 annually, producing $42,000 in tax savings while building long-term wealth.
Read the Case StudyCash Balance Plan Saves Tech Founder $73K Annually
A software company founder earning $520,000 was contributing only to a standard 401(k). We added a cash balance plan on top of the existing retirement structure, enabling $195,000 in additional annual contributions. The combined strategy sheltered over $218,000 per year and saved $73,125 in federal taxes.
Read the Case StudyStructured Sale Saves $312K on $4M Business Exit
A business owner selling a $4M company structured the transaction as an installment sale with optimized purchase price allocation. By separating goodwill, equipment, and consulting agreements -- and applying QSBS exclusion on qualifying stock -- the owner saved $312,000 compared to a standard lump-sum sale.
Read the Case StudyExit Strategy Cuts Capital Gains by $187K on $2.5M Sale
A manufacturing business sold for $2.5M. By structuring the deal as an installment sale and allocating a larger portion to goodwill (taxed at capital gains rates rather than ordinary income), we reduced capital gains exposure by $500,000 and saved the seller $187,000 in total taxes.
Read the Case StudyBusiness Sale Optimization Saves Dentist $94K
A dentist selling a $1.6M practice worked with our team to restructure the asset allocation between goodwill, equipment, and a covenant not to compete. The optimized allocation shifted $380,000 from ordinary income to capital gains treatment, saving $94,000 in taxes compared to the buyer's initial proposed structure.
Read the Case Study$6M Tech Exit Structured With $478K in Tax Savings
A tech company founder sold the business for $6M. We combined an installment sale on a portion of the proceeds, funded a charitable remainder trust with appreciated stock, and applied the QSBS exclusion on qualifying shares. The multi-layered strategy produced $478,000 in total tax savings.
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