Real Tax Savings, Proven Advisory: Client Case Studies
Tech Executive IPO Strategy
Case Study | Navigating the Windfall
Facing a 50%+ tax hit on $4.5M in vesting RSUs and ISOs, a tech executive needed proactive liquidity planning. Citadel Partners structured a multi-year strategy using ISO staging and a CLAT, securing $1.12M in total tax savings.
Shielding High W-2 Income
Case Study | Strategic Alternative Investments
A surgeon earning $1.4M in W-2 income was losing over $600K annually to high-bracket income taxes. By combining Real Estate Professional Status (REPS), bonus depreciation, and energy credits, we reduced their taxable income by $215,000 in Year 1.
Transitioning Family Assets
Case Study | Estate Tax Shielding
A family with a $28M asset portfolio faced massive estate tax exposure ahead of federal exemption sunsets. Through IDGTs, GRATs, and a Family Limited Partnership, Citadel Partners eliminated $8.4M in projected estate tax liability.
Virtual Family Office
Case Study | Preserving Multi-Generational Wealth
Managing 14 entities across four separate accounting firms caused severe fragmentation and administrative waste for a $45M family portfolio. We centralized their accounting into a single virtual family office, saving $140,000 annually in overhead costs.
Multi-State S-Corps
Case Study | From Bookkeeping Chaos to Total Control
A scaling $6M logistics company was drowning in backlogged books and multi-state compliance penalties. By fully outsourcing their back office to our flat-fee service, the founder reclaimed 15 hours weekly and saved $42,000 in S-Corp payroll taxes.
Crypto Tax Strategy
Case Study | Reconciling Exchange Data to Eliminate $223K in Liabilities
Citadel Partners eliminated $223,000 in tax liabilities for a San Francisco tech executive by reconciling multi-exchange crypto data, applying HIFO accounting, harvesting $210,000 in digital asset losses, and establishing 100% audit-ready records.
Scaled SaaS Founder
Case Study | Eliminating the Year-End Surprise
Hit with an unexpected $180,000 year-end tax bill, a scaling SaaS founder needed predictable cash-flow planning. We transitioned them to a flat-fee partnership with real-time quarterly forecasting and secured a $78,000 R&D tax credit.
Accredited Real Estate Investor
Case Study | Beyond the Standard K-1
An investor holding 12 multi-state real estate syndications was overwhelmed by complex non-resident tax filings. We optimized their portfolio using state Pass-Through Entity (PTE) tax elections, saving $34,000 around the SALT cap and eliminating four state returns.