Case Studies | Real Stories of Smarter Wealth Planning

Tax-optimization

Unwinding $1.6M of concentrated RSU stock without a tax shock

S-corp optimization

$158K cut from a physician's tax bill in year one

ISOs, AMT, and a 22% Roth window before the IPO

Cross-border taxation

Retiring across two countries: a Roth ladder for an NRI couple

An engineer turned a $4M acquisition payout into a 30-year plan in 90 days

Career Transition

He switched from Microsoft to Meta mid-year. His tax bill didn't have to be a surprise.

Tax Optimization

Vikram had a "simple" setup. It was quietly costing him $18,000 a year.

Independent Practice

S-Corp & Retirement Planning

A doctor earning $600K finally stopped overpaying the IRS

RSU Diversification

An Amazon engineer stopped sitting on $400K of company stock and finally slept.

Estimated Tax Payments

From RSU windfall to penalty-proof paychecks

Portfolio Diversification

From Series A liquidity to lasting security: transforming shares into a diversified plan

Cross-Border Taxes

Tax-Loss Harvesting

From paycheck to runway: preserving wealth in a founder’s first year

Roth Conversions

How a Google alum turned a lean founder year into a $100K tax win.

Retirement Planning

Here’s how a Meta PM went from RSU rollercoaster to FIRE at 45.

Tax Optimization

From RSU chaos to clarity: four Meta stories you’ll recognize