Proof
What the work is actually worth
Ten engagements, drawn at random from 81 matters, each showing what the plan actually saved. The arithmetic is the real arithmetic; only the clients are gone.
$5M+
Tax legally avoided for clients
10+
Years practicing law
480K+
Owners following along
2
Books published
Real engagements, anonymized
Case studies
The owner who was profitable but not wealthy
Hospitality S corp owner-operator · $600,000 profit
Savings
~$63,000 net a year
Roughly $75,000 of federal income tax a year against about $12,000 of added payroll tax, plus $100,000 a year redirected into the owners' retirement accounts.
Read the full caseWhere the saving is all or nothing
Raw land investor entering a 1031 · Entitled parcel
Savings
The entire gain, deferred
The exchange either qualifies or it does not: the gain on an entitled parcel is deferred in full or recognized in full. The planning is about not forfeiting it.
Read the full caseFive levers stacked to six figures
Professional-services partner · $550,000 K-1
Savings
$116,000–$131,000 a year
The federal effective rate moved from about 24.9% of gross income to about 17.2%, with entity-level state exposure reduced to zero.
Read the full caseRetirement first, depreciation second
Self-employed high earner · $400,000 taxable
Savings
$75,000–$85,000 a year
From writing a $125,000 check to writing a $40,000 one. The effective rate on $400,000 fell from about 30% to about 10%.
Read the full caseA Sec. 199A deduction worth nothing, rehabilitated
Digital media sole proprietor · $700,000 net
Savings
$40,000–$50,000 a year
The Sec. 199A deduction had been zero. Paying a salary created the wage base that unlocked about $87,000 of deduction.
Read the full caseCredits that paid for the plan
Licensed professional S corp · $800,000 net
Savings
~$50,000 a year, plus credits
Roughly $50,000 of federal tax, about $7,000 of credits in year one and $13,900 reaching the owner tax free. Over $100,000 redirected into retirement, debt reduction and assets.
Read the full caseThe largest shelter, and the smaller number underneath it
Two-principal professional partnership · ~$1,000,000 AGI
Savings
~$105,000 in year one
About $105,000 in the implementation year and roughly $72,400 recurring, with an honest breakdown of how much is permanent and what covering staff costs.
Read the full caseThe biggest saving was already in the filed returns
Multi-entity owner: operating, rental, real property · Six properties, three entities
Savings
$176,932 in year one
$119,150 a year thereafter, about $1.43 million over ten years. The biggest line, $57,782, came from depreciation understated on returns already filed.
Read the full caseThe smallest plan in the set
Solo professional practice · $300,000 profit
Savings
~$29,000, a 30–35% cut
Take-home economics unchanged: the owner still receives the full $300,000 of practice earnings. It is recharacterized, not reduced.
Read the full caseA 62% cut in one year
Physician with high W-2 income · ~$1,000,000 wages
Savings
$106,000–$115,000 in one year
A 62% to 67% reduction and about $383,000 over four years, made possible by the spouse qualifying as a real estate professional.
Read the full caseResults vary. Past results do not guarantee a similar outcome.
Client voices
In their words
We thought our CPA had it handled. Brian found six figures in the first hour and told us exactly what to ask for.
The difference between a filer and an attorney who plans is obvious once you see it. Our structure finally matches how we actually earn.
The quarterly reviews are the part that matters. Nothing gets sprung on us in April anymore.
Estimator
An owner like this overpays about $125,000 a year
That is the example below: a $4M business paying $520,000 in total tax. Replace it with your own numbers and the range updates instantly.
Likely annual range
$104,000 to $146,000
That is 20 to 28% of what you paid, the band Brian typically works within for owners at this level. The only way to know your number is to have the return and structure reviewed.
Estimate only. Not tax advice and not a guarantee of results.
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