This client approached a property purchase with more than just cash flow in mind. By structuring the acquisition strategically, we transformed it into a powerful tax shelter that supported both business growth and long-term investment objectives.
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Case Study: Using STR Rules + Cost Seg to Offset a Huge Bonus Year
After a substantial bonus created unexpected tax pressure, we evaluated short-term rental eligibility and cost segregation opportunities. The result was a targeted depreciation strategy that offset income while aligning with the client’s real estate goals.
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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.
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Case 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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