Tax Planning Case Studies

Tax planning case studies for wealth managers. Roth conversions, tax-loss harvesting, and bracket management strategies that deliver measurable tax alpha.

79 case studies

$18K Tax Reduction: Managing Tax Bracket Thresholds

Strategically managed taxable income to remain within lower tax brackets, resulting in an $18,000 tax reduction for the client. Efficient tax planning.

$30K Tax Savings with Strategic Charitable Giving

Implemented a strategic charitable giving plan, resulting in $30,000 in tax savings for the client. Maximizing philanthropic impact.

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

Learn how restructuring a client's business for pass-through taxation saved them $65,000 annually with guidance from Luminary Wealth.

$75,000 Tax Savings: Strategic Charitable Giving Plan

A comprehensive charitable giving plan optimized tax deductions for a client with philanthropic goals, resulting in significant savings.

$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

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

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

Learn how Santos Financial Research Group deferred $110,000 in capital gains taxes for a client using a Section 1031 exchange.

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

Explore how systematic tax-loss harvesting, implemented by Luminary Wealth Partners, added 1.2% annual alpha to a client's portfolio.

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

Strategic management of multiple K-1 partnership interests resulted in a significant reduction in a client's overall tax burden.

95% Reduction in Estimated Tax Penalties Through Optimization

Discover how Santos Financial Research Group reduced a client's estimated tax penalties by 95% through proactive planning and optimization.

98% Client Retention After RSU Tax Minimization Strategy

Complex RSU vesting schedules required proactive planning to avoid excessive taxation, leading to greater client satisfaction.

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

Successfully structured a complex 1031 exchange chain across three properties, deferring capital gains taxes on a $1.2 million gain. Optimized investment returns.

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