Archive for December 2025
Case Study: Using a Cash Balance Plan to Supercharge Retirement Savings and Slash Taxes
Facing a high-income year, this business owner needed a way to reduce tax exposure while accelerating retirement savings. Through a carefully designed cash balance plan, we helped create significant tax deductions and a sustainable long-term savings strategy.
Read MoreCase Study: A 1031 Exchange That Missed the Mark — and What We Did Next
A real estate investor attempted a 1031 exchange that did not deliver the expected tax outcome. We stepped in to assess what went wrong, identify alternative strategies, and restructure the plan to preserve capital and improve long-term tax efficiency.
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