Going from $1 Million in Taxes to Nearly Nothing
The Challenge
A W-2 professional earning $2.5M a year had been searching for help. Despite multiple CPAs, she was still writing checks for nearly $1,000,000 in taxes each year. It seemed like nothing could be done.
The Strategy
When they came to us, we built a customized plan using fee simple structures, Net Operating Loss (NOL) carryforwards, even with the 461 limitation for W-2 earners, and more. This wasn’t a one-time fix. It was a multi-year strategy designed to:
Immediately cut this year’s taxes by 70%.
Create operating losses to carry forward.
Recapture taxes from past years.
Keep them in a lower bracket moving forward.
The Results
In 2023, she owed nearly $1,000,000 in taxes.
In 2024, her liability will be effectively zero.
She will also recapture past taxes and stay in a lower bracket for years ahead.
This isn’t a risky loophole — it’s a proven, IRS-compliant strategy that most firms simply don’t put on the table.
Why It Matters for CPAs
If you’re a CPA serving high-income clients, you can’t afford to miss these strategies.
They’re asking for solutions.
They don’t know options like this exist.
They’ll leave if you can’t deliver.
By partnering with Vanir, you can offer these tax-efficient strategies to your clients without the risk of going it alone.
Yes, we can help your high-income W-2 clients.
Let’s design a plan to reduce their tax liability, protect their wealth, and show them the value you bring as their trusted advisor.
Let’s talk.
If you’d like to explore how Vanir can help you, we’d be happy to connect.
Click here to schedule a FREE Tax Strategy Call.
