Results & Case Studies

Three years of pre-sale structuring, entity restructuring, timed elections, and an ESOP path coordinated with the owner’s real estate portfolio. By the time the $30M offer landed, every dollar moved through a structure that was already in place.

The founder’s C-corp stock qualified under §1202, but the previous CPA never flagged it. One conversation uncovered $2.32M in tax-free gains on a $12.5M exit, money that would have gone straight to the IRS.

A seven-figure penalty triggered by late RSU-driven income the client couldn’t control. We built a reasonable-cause argument tied to the specific facts, represented through the full process, and achieved full abatement, not reduced, eliminated.

A commercial property owner ready to step away from active management. We structured a tax-deferred exchange under Section 1031 into DST holdings with counsel, deferring $1.78M on a $5.6M sale while keeping monthly cash flow. We do not place DST securities.

Unreported foreign accounts going back a decade. We guided the family through voluntary disclosure, structured the remediation, and achieved full penalty elimination across both sides of the border, no exposure, no surprise.

Trust strategy paired with Roth conversion timing locked in $4.1M of projected estate-tax savings. The business stays in the family, the conversion ladder fits within the bracket plan, and the heirs inherit assets, not a tax bill.

FIRPTA withholding reduced from 15% to under 4% via treaty election and timely 8288-B filing for a Canadian seller of US real estate.

Sometimes the best outcome is no deal. A service-industry seller received an LOI we deemed too low. Three years of runway and proper pre-sale prep made the case, the owner kept the business, with a clean ESOP path ready when the timing is right.