Transforming Challenges Into Results
Explore real-world examples of the strategies we’ve implemented and the measurable impact they delivered.
Our Approach
We know that wealth isn’t built with cookie-cutter strategies. Your income, goals, and opportunities are uniqueand your tax plan should be too.
That’s why we focus on advanced, forward-looking strategies designed for high earners and business owners who want to move beyond compliance and into true optimization.
Whether your income comes from a W-2, a thriving business, or multiple ventures, we create tax strategies tailored to your life and future goals. By working hand-in-hand with your CPA or financial advisor, we ensure every strategy is implemented seamlessly, legally, and with the confidence that nothing is left on the table.
Case Studies
For client privacy, names and photos have been removed while the strategies and results remain fully represented.
Silicon Valley Tech Executive
Challenge: A senior Google engineer earning $1.5M annually faced significant AMT exposure and a large tax hit from RSU vesting, pushing him into the highest federal and California tax brackets.
Approach: Implemented a strategic charitable giving structure paired with equity planning to offset RSU-triggered income, while reallocating capital gains into tax-advantaged vehicles.
Result: Reduced taxable income by $240,000 in the first year and avoided an additional $85,000 in AMT.
Timeline: 6 months to fully implement.
Private Equity Partner (NYC)
Challenge: A private equity partner earning $6M annually was facing high federal, state, and city taxes on carried interest distributions and annual bonuses.
Approach: Designed a multi-layer tax efficiency plan integrating charitable LLC structures, income deferral strategies, and advanced partnership allocations to reduce exposure without disrupting deal flow.
Result: Lowered effective tax rate by 17%, resulting in over $1.02M in tax savings in year one.
Timeline: 8 months from onboarding to full strategy execution.
Physician Group Owner (Chicago)
Challenge: A doctor earning $850K from multiple practice locations faced excessive tax drag due to W-2 income, pass-through profits, and limited deductions under the TCJA cap.
Approach: Restructured entity mix, leveraged defined benefit retirement contributions, and implemented a charitable contribution strategy tied to practice income.
Result: Saved $185,000 in federal and state taxes in the first year, while increasing retirement plan contributions by $100,000 tax-deferred.
Timeline: 4 months to full implementation before year-end filing.
Entrepreneur (Miami)
Challenge: A Miami-based entrepreneur earning $400K in net income from multiple ventures wanted to reduce taxable income without reducing growth capital.
Approach: Combined a donor-advised charitable vehicle with cost segregation studies on commercial properties, accelerating depreciation deductions.
Result: Reduced taxable income by $110,000 and increased immediate cash flow by $42,000 through accelerated depreciation benefits.
Timeline: 3 months to implement.
Corporate Attorney (Dallas)
Challenge: A partner at a Dallas law firm earning $1.2M annually needed to manage growing tax liabilities while building a long-term philanthropic legacy.
Approach: Created a charitable trust integrated with a supplemental executive retirement plan (SERP) and optimized quarterly estimated tax payments to align with investment income timing.
Result: Achieved $260,000 in first-year tax savings, plus established a $500K charitable fund for ongoing philanthropic initiatives.
Timeline: 5 months from planning to execution.
Advanced & Strategic
Tax Planning Solutions
W-2 Income Shielding Strategies
Income Shifting & Family Tax Planning
Entity Structure Optimization
Cost Segregation Studies
Charitable Giving Optimization
Real Estate Tax Strategy
Multi-State Income Planning
Tax-Efficient Investment Structuring
Coordination with Your CPA or Financial Advisor
Trust & Estate Tax Structuring
Coordination with Your CPA or Financial Advisor
Strategic Tax Deferral Tools
Annual & Multi-Year Tax Planning Roadmaps
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Stonebridge Tax Advisors provides strategic planning and education. We do not provide tax or legal advice. All strategies should be reviewed by your tax advisor and counsel. Results vary and are not guaranteed.
Stonebridge Tax Advisors, LLC. 2025 ©