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Case Studies

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Case Studies

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

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

Aug 29, 2025 | Case Studies, Tax

Successful Legal Professional Makes up for Lost Time Towards Retirement

Successful Legal Professional Makes up for Lost Time Towards Retirement

Aug 29, 2025 | Case Studies

Tax Savings Pave the Way for Children’s Future Schooling

Tax Savings Pave the Way for Children’s Future Schooling

Aug 29, 2025 | Case Studies

Film Production Couple Finds Clarity and a Clear Path to Retirement

Film Production Couple Finds Clarity and a Clear Path to Retirement

Aug 29, 2025 | Case Studies

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

Aug 29, 2025 | Case Studies

Consultant Saves $27,043 in the Midst of Divorce

Consultant Saves $27,043 in the Midst of Divorce

Aug 29, 2025 | Case Studies

Successful Athlete Misses $464,040 in Tax Savings

Successful Athlete Misses $464,040 in Tax Savings

Aug 29, 2025 | Case Studies

Profitability Data Updates Give Electrical Contractor Key Business Insights

Profitability Data Updates Give Electrical Contractor Key Business Insights

Jul 30, 2025 | Case Studies

Simplified and Consolidated Financials Gives Clarity to Property Management Group

Simplified and Consolidated Financials Gives Clarity to Property Management Group

Jul 30, 2025 | Case Studies

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