Our team has completed 84 entity restructuring engagements for business owners across a wide range of industries. Each study below illustrates how a targeted shift in entity classification, ownership structure, or multi-entity design produced measurable federal and state tax savings. These outcomes reflect the real results our clients have achieved through careful analysis and strategic execution.
Browse 25 representative engagements from our portfolio of 84 completed entity restructuring projects.
A multi-physician orthopedic group converted from S-Corp to C-Corp status, allowing the practice to retain earnings at the 21% corporate rate and fund equipment acquisitions without triggering pass-through income. The restructuring also enabled a qualified fringe benefit plan that reduced overall compensation costs.
A SaaS company with rapid revenue growth elected S-Corp status to reduce self-employment tax liability on the founders' income. Reasonable compensation analysis established defensible salary levels while distributing excess profits free of payroll taxes.
A 12-attorney litigation firm separated its practice operations from its real estate holdings and administrative services. The three-entity structure reduced pass-through income concentration and enabled intercompany lease arrangements that shifted income to lower-taxed entities.
A family-owned restaurant group operating four locations consolidated ownership under a holding company. Each location became a separate LLC, isolating liability and enabling location-specific entity elections based on profitability and state tax considerations.
A solo management consultant generating over $800K annually elected S-Corp treatment to establish reasonable compensation and redirect excess profits as distributions. The strategy eliminated approximately $36K in annual self-employment taxes while maintaining full compliance with IRS guidelines.
A three-location dental practice converted to C-Corp status to take advantage of the flat 21% corporate rate and implement a comprehensive benefits package. The conversion allowed the practice to fund retirement plans, health reimbursement arrangements, and continuing education costs at the corporate level.
A general contracting firm separated its construction operations, equipment holdings, and property management into three distinct entities. Equipment leasing between entities generated deductible rental income and allowed accelerated depreciation to offset high-margin project revenues.
An investor with 14 rental properties restructured from a single LLC into a series LLC with property-level subsidiaries. The redesign isolated liability per asset and enabled tailored entity elections to maximize depreciation benefits and qualified business income deductions.
A growing veterinary hospital restructured its ownership and payroll framework after electing S-Corp status. The new structure set reasonable compensation for the two founding veterinarians, converted excess earnings to distributions, and introduced a management company for administrative services.
A solo chiropractor operating as a sole proprietorship formed an S-Corp to reduce self-employment tax exposure. The conversion also enabled a solo 401(k) with employer contributions at the corporate level, increasing total tax-advantaged retirement savings by over $40K annually.
An independent pharmacy with high annual revenues converted from S-Corp to C-Corp to access the flat 21% rate on retained earnings. The restructuring funded inventory expansion, a second location build-out, and a defined benefit pension plan for the owner pharmacist.
A civil engineering firm with 30 employees created a separate management company to handle administrative, HR, and back-office functions. Management fees paid by the operating entity to the management company shifted income into a lower-taxed entity and optimized the QBI deduction.
A two-partner architecture studio converted from a general partnership to an S-Corp. The conversion eliminated self-employment tax on distributed profits and introduced a reasonable compensation framework backed by industry salary benchmarking data.
A digital marketing agency with three service lines formed a holding company to consolidate ownership and allocate shared costs. Each service line operated as a separate entity with its own entity election, enabling the founders to optimize income allocation and state tax exposure across jurisdictions.
A multi-location gym franchise owner restructured from sole proprietorship status to an S-Corp for each location. The elections reduced self-employment tax across all locations and enabled coordinated retirement plan contributions through a centralized payroll structure.
A dermatology practice with a medical spa division created a separate management entity to bill for non-clinical administrative services. This arrangement shifted a portion of practice income to a management company taxed at a lower effective rate, while maintaining clean compliance with state medical practice acts.
A software development firm with high annual profits converted to C-Corp status to retain earnings at the 21% corporate rate. The retained capital funded R&D expansion and a strategic acquisition without distributing income to the founders at individual rates.
A plumbing contractor generating significant net income elected S-Corp status and implemented a reasonable compensation plan. The restructuring reduced FICA exposure on excess profits and enabled the owner to fund a SEP-IRA with employer contributions from the corporate entity.
A solo attorney with a thriving personal injury practice converted from a single-member LLC to an S-Corp. The conversion reduced self-employment tax by establishing a defensible salary and distributing remaining profits as non-wage income.
A property management firm overseeing 200 rental units separated its management operations from its owned real estate holdings. The dual-entity structure enabled the management company to elect S-Corp treatment while the holding entity remained a partnership for pass-through depreciation benefits.
An IT consulting firm created a separate staffing entity to manage contract placements. The staffing entity operated as a C-Corp to retain earnings for recruiter bonuses and benefits, while the consulting entity remained an S-Corp to pass through project-based income efficiently.
A pediatric dental practice separated its clinical operations from its real estate and equipment assets. The real estate entity leased the office space back to the practice at fair market rates, creating deductible rental payments and building equity in a separate, asset-protected entity.
A compounding pharmacy serving patients across three states restructured into state-specific entities to minimize aggregate state tax obligations. Each entity elected the most favorable entity classification for its respective jurisdiction, reducing the total state tax burden by over 40%.
A 24-hour veterinary emergency clinic converted to C-Corp status to retain earnings for facility expansion and equipment upgrades. The flat 21% rate on retained profits enabled the clinic to self-fund a $1.2M renovation without triggering pass-through income for the three partner veterinarians.
A personal training studio with group fitness and nutrition coaching divisions restructured into two LLCs under a holding company. The fitness operations entity elected S-Corp status while the nutrition coaching entity remained a disregarded entity, optimizing self-employment tax treatment based on revenue mix.
The right entity structure can reduce your effective tax rate by 10% to 20% or more. Our team analyzes your current setup, models alternative structures, and implements the conversion that delivers the greatest long-term savings. Schedule a free consultation to get started.
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