Tax Strategy Case Studies

Real results from real strategies. Explore how our team has helped clients save hundreds of thousands of dollars through cost segregation, entity restructuring, tax amendments, short-term rental strategies, and high-income tax planning.

Cost Segregation Case Studies

• $1.2M Airbnb Property Owner Saves $145,000 With Cost Segregation
• 10-Unit Apartment Building Yields $87,000 in Year 1 Tax Savings
• Self-Storage Facility Owner Accelerates $200,000+ in Depreciation
• Medical Office Building Cost Segregation Delivers $175,000 in Savings
• Hotel Owner Saves $450,000 Across Three Properties With Cost Segregation
• $3M Commercial Strip Mall Generates $312,000 in Year 1 Tax Savings
• Restaurant Building Purchase Yields $92,000 in Cost Segregation Savings
• Retail Shopping Center Owner Captures $520,000 in Accelerated Depreciation
• Industrial Warehouse Cost Segregation Recovers $165,000 in Year 1
• Mixed-Use Building (Retail + Apartments) Generates $208,000 in Savings
• Senior Living Facility Captures $380,000 in Accelerated Depreciation
• Car Wash Property Owner Saves $78,000 Through Cost Segregation
• Dental Office Building Owner Captures $95,000 in Year 1 Depreciation
• RV Park and Campground Owner Saves $142,000 via Cost Segregation
• Form 3115 Catch-Up Depreciation Recovers $230,000 on 5-Year-Old Property

Entity Restructuring Case Studies

• Sole Proprietor Saves $28,000 Per Year by Electing S-Corp Status
• S-Corp to C-Corp Conversion Saves Tech Company $95,000 Annually
• Multi-Entity Holding Company Structure Saves Investor $52,000
• Husband-Wife LLC Restructuring Delivers $35,000 in Annual Savings
• Medical Practice Restructuring Across 3 Entities Saves $120,000
• Construction Company S-Corp Election Saves Owner $42,000 Per Year
• Tech Company Entity Optimization Unlocks $67,000 in Annual Savings
• Restaurant Group Restructuring Saves $88,000 Across 4 Entities
• Real Estate Holding Company Setup Saves Investor $45,000 Annually
• Professional Services Firm Restructuring Unlocks $55,000 in Savings

Tax Amendment Recovery Case Studies

• Missed QBI Deduction Recovered -- $32,000 Over Three Years
• Incorrect Filing Status Corrected -- $18,000 Per Year Recovered
• Missed S-Corp Election Backdated -- $45,000 Recovered
• Prior CPA Missed Cost Seg Opportunity -- $175,000 Recovered via Form 3115
• Unreported Rental Losses Unlocked -- $62,000 Recovery
• Passive to Active Reclassification Unlocks $89,000 in Deductions
• Missing Retirement Deductions Recovered -- $28,000 Over Two Years
• Incorrect Depreciation Method Corrected -- $42,000 Recovered
• Missed Education Credits Recovered -- $7,500 in Refunds
• Business Expense Reclassification Recovers $35,000

Short-Term Rental Strategy Case Studies

• W-2 Earner Offsets $150,000 in Income With STR Losses
• Physician Uses STR Loophole and Cost Segregation for $210,000 Savings
• Couple Acquires 3 STRs and Captures $380,000 in Year 1 Depreciation
• Remote Worker Buys Vacation STR and Offsets $95,000 in Taxes
• STR Material Participation Documentation Saves Owner $45,000
• Converting LTR to STR Unlocks $125,000 in Additional Deductions
• STR in Vacation Market Creates $180,000 Paper Loss Against W-2 Income
• Military Family STR Strategy Delivers $72,000 in Tax Savings

High-Income Tax Strategy Case Studies

• $2M Earner Shelters $185,000 Using Defined Benefit Pension Plan
• Solo 401(k) Plus Cash Balance Plan Shelters $250,000 Per Year
• Augusta Rule Saves Surgeon $42,000 Per Year in Tax-Free Rental Income
• Equipment Leasing Strategy Generates $100,000 Year 1 Deduction
• Charitable Donor-Advised Fund Bunching Creates $75,000 Deduction
• REPS Qualification Unlocks $300,000 in Rental Losses
• Opportunity Zone Investment Defers $500,000 Capital Gain