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 identified a Section 1202 benefit on a $12.5M exit that had not been flagged before.

A large IRS penalty notice. We built a reasonable-cause argument tied to the specific facts, represented the client through the full process, and the penalty was removed.

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 the gain 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 the IRS’s disclosure process and brought their reporting current on both sides of the border.

Trust strategy paired with Roth conversion timing, modeled to reduce projected estate taxes. The business stays in the family, the conversion ladder fits within the bracket plan, and the heirs inherit assets rather than a surprise tax bill.

FIRPTA withholding reduced through a treaty election and a timely Form 8288-B filing for a Canadian seller of U.S. 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.