You Know the Client.
We Help Build the Strategy.
Discover How Vanir Helps You Reduce Your Clients’ Tax Burden
Vanir works alongside CPAs to identify, evaluate, and implement advanced tax strategies while you stay at the center of the client relationship.
1
Discuss Your Client’s Situation with Us
You may have a client with significant taxable income, a large capital gain, a business transition, charitable goals, retirement needs, or questions outside your firm’s normal scope.
2
Evaluate the Opportunities We Uncover
We will review your client’s income, business interests, investments, liquidity, risk tolerance, and long-term goals then identify planning strategies to reduce their taxes while increasing wealth.
3
Coordinate the Next Steps to Implement
Vanir works with you to support analysis, documentation, providers, funding, timing, and implementation. Your relationship with the client remains protected. Vanir does not replace you as your client’s CPA.
See What Coordinated
Tax Planning Can Save
Preview of a Tax Strategy Analysis and Stress Test Below
The Client Situation
A married couple earning approximately $1.48 million faced a projected federal tax bill of $466,265. Vanir evaluated a combination of tax strategies to determine how much of that liability could be reduced, how much cash the strategies would require, and what value could carry forward into future years.
Green Energy Investment
A $715,000 solar and energy storage project was modeled to create depreciation deductions and investment tax credits.
Charitable Planning
A charitable strategy was evaluated against the couple’s income and current-year deduction limits.
Tax Credit & Stress Testing
The analysis tested credit usability, business loss limitations, Alternative Minimum Tax exposure, and future carry-forward value.
The Model Result
A married couple earning approximately $1.48 million faced a projected federal tax bill of $466,265. Vanir evaluated a combination of tax strategies to determine how much of that liability could be reduced, how much cash the strategies would require, and what value could carry forward into future years.
+$428,772
Estimated first-year federal tax saving
-$37,492
Estimated remaining federal tax bill
+$119,772
Estimated positive first-year cash flow after cash deployed
+$213,123
Projected carry-forward value for future years
Get the Complete Analysis
See how the strategies were modeled, tested, and coordinated.
Baseline federal tax analysis
Strategy-by-strategy calculations
Deduction and credit limitations
AMT stress testing
Cash deployment / savings comparison
Multi-year carry-forward analysis
Meet with Vanir
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