Proof

What the work is actually worth

Every engagement below is anonymized. The structures are real, the numbers are rounded, and every strategy used is fully within the tax code.

$5M+

Tax legally avoided for clients

10+

Years practicing law

100+

Owners advised

Books published

Case studies

Agency owner, $8M revenue

Before

$1.2M

After

$700K

Situation: An S-corp with every dollar of profit flowing to one owner, no entity layering, and a CPA who filed the return but never planned around it.
Action: Reset owner compensation to a defensible level, added a management entity for the operating margin, and captured credits the prior returns had missed.
Result: Roughly $500K less in combined federal and state tax each year, with the same structure carrying forward.

Real estate operator, 240 doors

Before

$640K

After

$310K

Situation: A growing portfolio held personally, no cost segregation ever performed, and depreciation left almost entirely on the table.
Action: Commissioned cost segregation studies on the largest assets, made a grouping election, and planned basis around a pending refinance.
Result: About $330K less tax in year one, plus banked losses available against future portfolio income.

Medical practice, 4 partners

Before

$980K

After

$615K

Situation: Four partners on identical compensation, no retirement plan design, and the building owned inside the practice entity.
Action: Installed a cash balance plan, split the entity so income could be allocated properly, and moved the real estate into a separate LLC leased back to the practice.
Result: Roughly $365K in annual savings across the partner group, with retirement contributions materially increased.

Founder exit, $22M sale

Before

$4.1M

After

$2.6M

Situation: A sale headed to closing as a straight asset deal, with no pre-sale planning and an earnout structured for the buyer's convenience.
Action: Reviewed and documented the QSBS position, added a charitable structure ahead of signing, and moved the earnout to installment treatment.
Result: About $1.5M of tax deferred or eliminated at closing, all inside positions taken before the deal was signed.

Construction company, $14M revenue

Before

$1.5M

After

$1.0M

Situation: An accrual-method contractor buying equipment whenever cash allowed, with no timing plan and the owner's yard held in the same entity.
Action: Changed accounting method, sequenced equipment purchases against income, and set up a lease-back of the owner's real estate.
Result: Roughly $500K less tax and noticeably better cash timing through the year.

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.

Anonymized client · Agency owner

The difference between a filer and an attorney who plans is obvious once you see it. Our structure finally matches how we actually earn.

Anonymized client · Real estate operator

The quarterly reviews are the part that matters. Nothing gets sprung on us in April anymore.

Anonymized client · Practice owner

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