CLIENT STORY
He stopped sending money to the IRS and started owning real estate that compounds.
Where he started
A physician in Virginia was sending $250,000 to the IRS, and nothing about how his income was structured suggested there was another place for that money to go.
The decision
He agreed to review three years of his returns with us, and he chose to change how his income was held before deciding where the savings should go.
What changed
His income stayed the same, but its structure did not. Money that had been headed to the IRS bought a $1.2M property in Tennessee, and he has since added two more properties.
The outcome
• Year-one savings: $149,256
• A $1.2M property in Tennessee, purchased with money that was going to the IRS.
• Two additional properties acquired since.
• A referral to his brother, who saved $149,256 in his first year, with both spouses earning W-2 income.
If I had met you twenty years ago, my wealth would look completely different today.