Case Studies for Tax-Focused Advisors

Tax alpha strategies, Roth conversions, and bracket management case studies for advisors who lead with tax planning.

139 relevant case studies

Tax Planning Estate & Succession Charitable Giving

Family Offices Solo RIAs Enterprise RIAs Tax-Focused Advisors Retirement Specialists

$90K Capital Gains Tax Reduction Through Tax-Loss Harvesting

See how Pacific Gate Capital used tax-loss harvesting to offset capital gains, significantly reducing a client's tax liability during a market downturn.

1031 Exchange: $150K Capital Gains Tax Deferral Achieved

Tax Planning

Navigated a complex 1031 exchange for a client, deferring $150K in capital gains taxes. Learn more about our strategy.

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Case Studies for Tax-Focused Advisors

$90K Capital Gains Tax Reduction Through Tax-Loss Harvesting

1031 Exchange: $150K Capital Gains Tax Deferral Achieved

1031 Exchange Deferral Saves $110,000 in Capital Gains Taxes

$18K Tax Reduction: Managing Tax Bracket Thresholds

1.2% Alpha Boost Via Tax-Loss Harvesting with Sophia Martinez

40% Tax Reduction: K-1 Management Simplifies Client Finances

9-Year Tax Deferral: $1.2M Gain Through 1031 Exchange Chain

Avoiding Wash Sales: $5K Tax Deduction Preserved for Investor

Backdoor Roth Conversion: $87,000 Tax Savings for High-Income Earner

Backdoor Roth Conversion Strategy Adds $1.2M to Tax-Advantaged Assets

Benjamin Chow Implements Roth Conversions, Reduces Tax Burden by 28%

Charitable Deduction Strategy Cuts Tax Bill by $42,000

Charitable Remainder Trust: $100K Income Tax Deduction

Charitable Remainder Trust: $280,000 Tax Deduction from Appreciated Stock

Charitable Remainder Trust: $80K Income Tax Deduction Realized

Charitable Trust Generates $1.2M Deduction for Appreciated Stock

$125K Tax Savings: Donor-Advised Fund Strategy

$1.2M Tax Shield: Dynasty Trust Minimizes Generation-Skipping Tax

$15M Estate Tax Elimination: Advanced Trust Strategies Deployed

$30K Tax Savings with Strategic Charitable Giving

$340K Estate Tax Savings with Charitable Remainder Trust

$340K Tax Savings: Qualified Charitable Distribution Strategy

$340K Tax Savings: Spousal Lifetime Access Trust (SLAT) Strategy

$340K Tax Savings with Charitable IRA Rollover Strategy

$375K Estate Tax Savings: Strategic Spousal Lifetime Access Trust (SLAT)

$500K Charitable Deduction with CRT for Client

$65K Tax Savings by Restructuring Business for Pass-Through

$75,000 Tax Savings: Strategic Charitable Giving Plan

95% Reduction in Estimated Tax Penalties Through Optimization

98% Client Retention After RSU Tax Minimization Strategy