Background

Real People, Real Savings

These aren't hypothetical examples. These are actual clients who saved six figures in taxes— with their names changed for privacy. Read their full stories.

$2.74M
Total Tax Savings
From 4 featured cases
$4.98M
Original Tax Bills
Combined
$2.24M
Final Tax Bills
After strategies
7-14 weeks
Implementation Time
Average
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More Success Stories

Additional clients who saved significant amounts:

Dental Practice Owner

$2.3M annual income

$460K
Tax Savings

Strategy: Charitable giving + cash balance plan

VC General Partner

$1.8M annual income

$360K
Tax Savings

Strategy: DAF bunching + capital loss harvesting

Dual Tech Engineers

$1.1M annual income

$230K
Tax Savings

Strategy: Appreciated RSU donation + timing

Family Office Principal

$12M annual income

$2.6M
Tax Savings

Strategy: Charitable Lead Trust + private foundation

Private Equity Partner

$5.2M annual income

$2.3M
Tax Savings

Strategy: Carried interest optimization

Medical Practice Sale

$8M exit annual income

$1.1M
Tax Savings

Strategy: Pre-sale charitable positioning

All cases represent actual clients. Names and identifying details changed for confidentiality. Results vary based on individual circumstances.

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