Testimonials
Compliance-Driven Results, Documented and Defensible
Case Studies
Case Study 1 – Executive Compensation Optimization
Client Type: W-2 Corporate Executive, $850K annual income
Challenge:
Overpaying through RSU vesting, deferred bonus recognition, and multi-state withholding.
Strategy:
We modeled deferred compensation under Section 409A, coordinated AMT avoidance through selective RSU exercise, and restructured state sourcing to prevent double taxation.
Result:
Legally reduced effective tax rate from 39 % to 31 % — over $65 K in verified savings, fully documented and compliant.
Case Study 2 – Entrepreneur Entity Restructure
Client Type: S-Corp Business Owner, $1.1 M gross revenue
Challenge:
Excess self-employment taxes and missed deductions due to outdated entity classification.
Strategy:
Converted to S-Corp, established accountable plan reimbursements, and implemented a defined-benefit plan.
Result:
$92 K first-year tax reduction through lawful payroll adjustment and deductible retirement contributions.
Case Study 3 – Medical Practice Optimization
Client Type: Multi-Partner Medical PLLC
Challenge:
Partners paying excessive payroll tax and failing to deduct qualified fringe benefits.
Strategy:
Created tiered S-Corp structure, implemented Section 105 medical reimbursement plan, and established partner-level retirement deferrals.
Result:
Collective tax savings of $210 K across five partners — fully IRS-compliant and documented.
Case Study 4 – Real Estate Investor Tax Alignment
Client Type: Portfolio Investor with 9 Rental Properties
Challenge:
Passive loss limitations blocking deductions.
Strategy:
Documented material participation hours, reclassified under Real Estate Professional Status, and coordinated cost-segregation studies.
Result:
$178 K reduction in taxable income with full substantiation logs.
Case Study 5 – Business Exit Planning
Client Type: Manufacturing Business Sale, $4.6 M gain
Challenge:
Seller facing full capital gains and depreciation recapture.
Strategy:
Structured sale as installment under Section 453, integrated 1042 ESOP rollover for partial proceeds, and funded a charitable remainder trust.
Result:
Deferred $1.3 M in immediate tax exposure while maintaining compliance and liquidity.
Client Testimonials
Technology Sector , Corporate Executive
I’ve worked with CPAs my whole career. This was the first time anyone explained why my structure mattered.
Small Business Owner
They helped me restructure my partnership to cut taxes and prepare for an eventual exit—all fully documented and audit-safe.
Professional Services Partner
As a physician, compliance matters. AE Tax Advisors gave me peace of mind and measurable savings.
Medical Professional
AE Tax Advisors translated complex tax law into plain English and built a plan that saved me six figures legally.