Selected Work
Tax & Ownership Strategy
Strategy projecting $49K–$89K in annual savings per partner
The matter
Expected changes in the ownership of a closely held business created an opportunity to reconsider how its structure would affect the owners over time.
What I did
I modeled alternative ownership and tax structures, then developed a longer-term strategy around the expected changes.
Why it mattered
Under the assumptions analyzed, projected savings ranged from approximately $49,000–$89,000 annually per partner and could approach $1 million over ten years.
Modeled · Projected · Dependent on assumptions
Examples are anonymized and generalized. Certain figures reflect projections, potential value, claims at issue, or approximate operational scale rather than realized financial outcomes. Prior results do not guarantee a similar outcome.