Real Results, Real Families
See how our clients have saved millions in taxes while creating meaningful charitable impact. Every case study represents a real client achieving extraordinary results.
Featured Success Stories
Cardiac Surgeon Partner
Dr. Maya K.
Annual Income: $3,000,000
Situation
Facing a $1,200,000 federal tax liability on combined W-2 and K-1 income.
Strategy
Charitable giving framework with independent FMV appraisal, coordination with existing CPA, liquidity preserved, multi-year carryforwards planned.
Result
Effective rate ~40% to ~22%.
Community Impact
Funded two mobile health clinics expected to deliver 4,000+ patient visits.
I thought I had seen it all. This charitable giving approach was genuinely innovative and fully documented. I cannot believe how much I left on the table in prior years.
Tax Savings
$540,000
Fortune 500 Chief Operating Officer
Daniel S.
Annual Income: $3,200,000
Situation
$1,300,000 annual tax liability on W-2 and equity compensation.
Strategy
Multi-year charitable giving plan with independent appraisal, timing around vesting and 83(b), donor-advised fund to pace grants.
Result
Effective rate ~41% to ~19%.
Community Impact
Established technology centers in underserved communities.
I had never heard of a strategy like this. It was precise, compliant, and unlocked savings I assumed were impossible.
Tax Savings
$700,000
Commercial Real Estate Developer
Priya R.
Annual Income: $3,200,000
Situation
$1,200,000 tax liability from asset sales and ordinary real estate income.
Strategy
Advanced charitable giving with independent appraisal, paired with loss harvesting and depreciation optimization.
Result
Effective rate ~38% to ~14%.
Community Impact
Provided software resources to 50+ schools and nonprofits.
The charitable framework plus real estate coordination was next-level. Looking back, the missed savings in past years are hard to fathom.
Tax Savings
$750,000
SaaS Founder, Pre-Exit
Alex T.
Annual Income: $4,000,000
Situation
Projected $1,500,000 liability tied to an upcoming equity liquidity event.
Strategy
Charitable giving using independently appraised assets, Charitable Remainder Trust for deferral and smoothing, donor-advised fund for multi-year grant pacing.
Result
Effective rate ~38% to ~19%.
Community Impact
Funded a multi-year STEM scholarship and mentorship program.
This felt like discovering a new tool in a crowded toolbox. Smart, philanthropic, and far more efficient than what my advisors had proposed before.
Tax Savings
$750,000
Multi-Location Dental Group Owner (S-Corp)
Dr. Lauren M.
Annual Income: $2,300,000
Situation
$1,000,000 tax liability on pass-through income and distributions.
Strategy
Charitable giving with independent appraisal, cash balance plan funding, accelerated depreciation on owned building.
Result
Effective rate ~44% to ~24%.
Community Impact
Underwrote workforce development grants for a local trade school.
I had never been shown a charitable plan this sophisticated. The difference in after-tax cash flow made me rethink how I plan every year.
Tax Savings
$460,000
Venture Capital General Partner
Marcus J.
Annual Income: $1,800,000
Situation
$750,000 tax liability from management fees and carry allocations.
Strategy
Charitable giving with independent appraisal, DAF bunching, capital-loss harvesting, timing of estimated payments.
Result
Effective rate ~42% to ~22%.
Community Impact
Seeded grants for women-in-tech accelerator cohorts.
I work in innovation and still had not seen anything this effective. The fact pattern fit perfectly and the documentation gave my CPA total confidence.
Tax Savings
$360,000
Dual Senior Software Engineers With RSUs
Austin & Hannah P.
Annual Income: $1,100,000
Situation
$500,000 tax liability driven by high W-2 income and RSU sales.
Strategy
Charitable giving using independently appraised assets, DAF for bunching, RSU sale timing and AMT awareness.
Result
Effective rate ~46% to ~25%.
Community Impact
Expanded coding bootcamps for youth programs.
We assumed our options were limited. This charitable giving strategy opened our eyes and made us realize how much we had overpaid historically.
Tax Savings
$230,000
Family Office Principal, Post-Exit
Victoria L.
Annual Income: $12,000,000
Situation
$5,000,000 current-year tax liability following a major exit.
Strategy
Anchor charitable giving with independent appraisal, establish a Charitable Lead Annuity Trust for front-loaded impact, create a private foundation for governance and legacy.
Result
Effective rate ~42% to ~20%.
Community Impact
Funded a national digital literacy initiative across multiple school districts.
Elegant and rigorous. We created real impact while capturing savings I did not think were available at this scale.
Tax Savings
$2,600,000
Every Success Story Builds a Bridge
From tax burden to charitable impact
More Success Stories
Our strategies have helped hundreds of clients achieve significant tax savings.
Private Equity Partner
$2.3MOffset carried interest taxation
Tech Entrepreneur
$850KReduced RSU vesting tax impact
Medical Practice Owner
$1.1MOptimized practice sale proceeds
Hedge Fund Manager
$3.7MStructured multi-year giving plan
Case studies are illustrative. Individual results vary based on circumstances and eligibility.
By the Numbers
$7.4M+
Featured Case Savings
8
Featured Success Stories
$25.4M+
Combined Annual Income
100%
IRS Compliant
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