The Case Study

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The Challenges

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How Our Services Helped

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Case Study: Martin, IT Professional

Snapshot of Recent Examples

Our proven tax-saving strategies deliver exceptional results across a wide range of industries, business structures, and company sizes. Regardless of revenue or net income levels, our tailored approach ensures significant savings and optimized financial outcomes for every client. See examples below.

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Our tailored tax strategies have saved clients across industries up to $4.1 million over 10 years. Results may vary and depend on individual circumstances.

$4.1 million over 10 years

“Martin is a true success story. But the reality is, is that this kind of success is par for the course when you develop a cohesive and holistic tax plan. This plan becomes the blueprint for asset protection, wealth creation, and business succession. This is all possible because he has a team of professionals at his back and has learned the old adage of paying himself first, and reinvesting in his business, thus avoiding the tax matrix.”

Gregory G. Bourque, MTAX, CASL

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Why Tax Planning

Most financial professionals agree that taxation is the primary factor eroding income and wealth generation. Tax planning involves exploring a range of strategies to determine the optimal timing, methods, and structures for both business and personal transactions. The goal is to significantly reduce or even eliminate tax liabilities. The choices you and your tax advisors make today will play a crucial role in safeguarding—or diminishing—your hard-earned income and wealth.

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Executive Summary

Martin, an IT professional owner of a highly profitable consulting firm, works for several high-profile companies and the Department of Defense. Over the past ten years and with two CPAs, Martin has paid over $635,000 in taxes to the IRS, state, and local tax agencies. In 2018, he broke free from the tax matrix and got a tax refund for the first time in twelve years. What changed for Martin?

Why Tax Planning

Challenges

Martin, a seasoned IT professional and owner of a highly successful consulting firm, collaborates with prominent corporations and the Department of Defense. Despite his success, over a decade—and with the guidance of two different CPAs—Martin paid a staggering $635,000 in taxes to federal, state, and local authorities.

Executive Summary

Victory

In 2018, everything changed. Martin broke free from the tax matrix and overwhelming tax burden for the first time in twelve years, received a tax refund. What made the difference? A strategic, forward-thinking approach to tax planning that shifted his financial trajectory.

Challenges

Quote from Greg

“Martin is a true success story. But the reality is, is that this kind of success is par for the course when you develop a cohesive and holistic tax plan. This plan becomes the blueprint for asset protection, wealth creation, and business succession. This is all possible because he has a team of professionals at his back and has learned the old adage of paying himself first, and reinvesting in his business, thus avoiding the tax matrix.”

Gregory G. Bourque, MTAX, CASL

Victory

How Our Services Helped

That’s when Martin found us—a chance meeting that he didn’t let pass by. After sitting down with him, we quickly identified his tax exposure and designed tailored strategies to reduce and even eliminate his tax burdens.

Quote from Greg

Beyond Tax Savings

But reducing his tax bills was just the beginning. Through the process, Martin gained valuable insights on protecting his business and his family, building wealth, and securing his retirement. Additionally, we helped him position his business for a future sale, ensuring he can minimize the tax consequences when the time comes to sell.

How Our Services Helped

Results, ROI, and Future Growth

  • Martin previously paid an average of $63,500 in taxes annually.
  • By implementing nine tailored tax-saving strategies, he now saves $65,495 annually.

  • These annual savings are ongoing, barring significant tax law changes.

  • For the first time in 12 years, Martin received a tax refund of $1,513.

  • The ROI from our services is both substantial and infinite, as even our fees were tax-deductible

  • Asset protection measures have been established to safeguard both his business and family

  • Martin has started accumulating wealth, securing his retirement savings while maintaining his quality of life.

  • His two children, who are in college, work for his company. This allows the company to take a tax deduction while the children pay their way through school.

  • Martin plans to allocate part of his retirement savings to building a portfolio of destination real estate properties to enhance his retirement income.

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In working with Greg, we have learned how to protect what we have built and now have a plan to sell our business on our terms.
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