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Partner Buy-Out Saves $36,063 Annually in Taxes

Partner Buy-Out Saves $36,063 Annually in Taxes

by Mallory Sage | Aug 29, 2025 | Case Studies, Tax

Partner buys out 2nd Partner allowing them to re-strategize and save $36,063 a year in taxes, $2,000 in general expenses, and retain $100,000 of income.   Client Snapshot Industry: PR Consulting Gross Revenue: $717,000 Entity Type: S-Corp   The Challenge The...
Successful Legal Professional Makes up for Lost Time Towards Retirement

Successful Legal Professional Makes up for Lost Time Towards Retirement

by Mallory Sage | Aug 29, 2025 | Case Studies

Successful Legal Professional in their 50’s with nothing saved for retirement saves $30,758 a year in taxes and is working towards saving another $83,250 a year.   Client Snapshot Industry: Law Gross Revenue: $650,000 Entity Type: S-Corp   The...
Tax Savings Pave the Way for Children’s Future Schooling

Tax Savings Pave the Way for Children’s Future Schooling

by Mallory Sage | Aug 29, 2025 | Case Studies

Tax Savings Pave the Way for Working Couple to fund Children’s Future Schooling   Client Snapshot Industry: Full-Time Employees Gross Revenue: $350,000 Entity Type: No Entity   The Challenge A couple with young children wanted to find a way to send...
Film Production Couple Finds Clarity and a Clear Path to Retirement

Film Production Couple Finds Clarity and a Clear Path to Retirement

by Mallory Sage | Aug 29, 2025 | Case Studies

From Financial Chaos and Instability to Annual tax savings of $48,000 with Clarity, Reduced Stress, and a Clear Path to Retirement for Film Production Couple   Client Snapshot Industry: Film Production Gross Revenue: $1,362,250 Entity Type: Multiple Entities...
Business Partners at Different Life Stages save $31,171 with New Tax Strategy

Business Partners at Different Life Stages save $31,171 with New Tax Strategy

by Mallory Sage | Aug 29, 2025 | Case Studies

Business Partners at different stages in life save $31,171 annually with changes to their tax strategy   Client Snapshot Industry: Online Training Platform Gross Revenue: $1,007,634 Entity Type: S-Corporation   The Challenge Two business partners came to us...
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