Watch the Legacy Tax Truths Strategies Video
Note: This video contains sound, please unmute it if it’s being muted
CASE STUDIES
What Our Clients Have Saved
Client #1
Client's income was primarily from retirement accounts and capital gains. Seeking a conservative approach, we implemented just two advanced tax strategies: Roth Conversion and GFX Trading. The results were substantial-the tax liability was reduced from $450,000 to $212,000, cutting it by more than half.
Client #2
With a goal of completely eliminating their tax bill, the client leveraged Equipment Leasing and Charitable Financing strategies. Their income was a mix of W-2 wages and capital gains. These advanced planning tools brought their liability down from $330,000 to just $24,000, getting them remarkably close to a zero-tax outcome.
Client #3
Client operates a successful S corporation, which is the sole source of their income. By combining Equipment Leasing, GFX Trading, and several supporting strategies, we were able to eliminate their tax liability entirely, achieving over $195,000 in tax savings.
Have Questions?
Schedule a time to talk to one of our Legacy Tax Truths experts!
©Copyright 2025. Legacy Tax Truths. All Rights Reserved.