SAS Case Studies

We are experts at analyzing your tax problem, determining how best to solve it using tax law, and bringing the greatest value in tax savings and profit to you. With no up-front cost or obligation, we calculate the projected taxes, research and pinpoint the solutions, and report to you the varying benefits specific to your situation.

Here are a few examples of clients who we have helped keep significantly more of their tax dollars.

Why Does Our Government Allow Tax Deferral?

It is not uncommon when I present a tax deferral or tax elimination plan to a client, that they stop me and with a puzzled look ask, “how is this possible?” Or, “this sounds too good to be true.” These are typical reactions because many taxpayers are not aware that...

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Warren Buffett Emphasizes Tax Deferral Above Avoidance

If someone offered you an interest-free loan to buy a house, and the offer was legitimate, you would take it. As Warren Buffet has said more than once, using active tax planning to defer taxes is exactly that: An interest-free loan from the government. Buffett usually...

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Case Study: $6.5 Million Apartment Sale

Learn how on the sale of a $6.5 million apartment building, the seller receives $1,666,285 more in projected tax-free cash available at close of escrow, a $42% increase over and above the amount that would have otherwise been received.

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Case Study: $5 Million Personal Residence Sale

Learn how on the sale of a $5 million personal residence, the seller receives $915,708 more in projected tax-free cash available at close of escrow, a $41% increase over and above the amount that would have otherwise been received.

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Tax Planning is an Investment Like No Other

If I told you I can guarantee you 100% return on your investment in 60 days, would you believe me? No? Okay, what if I added, “…with little or no risk!”? If you are anywhere close to being a rational person, your mind is screaming: “This is a scam! Run the other way!” However, if you look at investing through the lens of saving taxes, my offer is valid: Every dollar you save on a tax bill equals a dollar more in your pocket, a 100% return.

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Download Our Free Report, Where We Show You Actual Results of Several Asset Sales Attained by Savvy Wealthy Investors

Discover How:

These investors improved their financial outcomes when selling real estate
Business owners got more cash after selling through proper tax planning
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