Case Studies
Business Owner (NY)
(Age 49 & 47 with three kids)
TTL AGI Income: $1,445,000
EST State & Federal Taxes Before Mitigation: $567,599
EST AGI Income After Mitigation: $272,000
EST State & Federal Taxes After Mitigation: $58,772
EST Reduction In Taxes: $508,827
Less investment Into Mitigation Strategies: $306,600
Cash Back In Your Pocket: $262,227
Strategies Used: Donation & Depreciation
Surgeon (NC)
(Age 52, head of household)
TTL AGI Income: $1,137,000
EST State & Federal Taxes Before Mitigation: $431,522
EST AGI Income After Mitigation: $250,800
EST State & Federal Taxes After Mitigation: $50,562
EST Reduction In Taxes: $380,960
Less investment Into Mitigation Strategies: $225,240
Cash Back In Your Pocket: $155,720
Sales Professional (AL)
(Age 41, single)
TTL AGI Income: $623,000
EST State & Federal Taxes Before Mitigation: $212,235
EST AGI Income After Mitigation: $249,200
EST State & Federal Taxes After Mitigation: $63,169
EST Reduction In Taxes: $149,066
Less investment Into Mitigation Strategies: $74,760
Cash Back In Your Pocket: $74,306
Results will vary based on products utilized and individual tax circumstances.
IRS Circular 230 Notice: To the extent the above constitutes tax advice, we are required by IRS Circular 230 to advise you that such tax advice is not a formal tax opinion and was not intended or written to be used, and may not be used, by you or any other taxpayer for the purpose of avoiding tax-related penalties.