AE Tax Advisors

As a partner at a mid-size law firm, my income was significant but my tax planning was virtually nonexistent. My old CPA treated my K-1 income as a fixed number and just calculated what I owed. Zero strategy, zero proactive advice. A colleague who had worked with AE Tax Advisors kept telling me to schedule a consultation, and I finally did.

The AE Tax team took a comprehensive look at my entire financial picture. They implemented a defined benefit plan that allows me to shelter a substantial portion of my income each year while building guaranteed retirement wealth. They restructured my partner distributions to optimize the salary-versus-distribution split, cutting self-employment taxes dramatically.

They also designed a donor-advised fund strategy for the charitable giving I was already doing. Instead of writing individual checks to nonprofits, I now bunch contributions into a DAF in high-income years for a much larger deduction, then distribute grants from the fund over time. Same charities get the same support, but my tax benefit doubled.

The combined strategies saved me $95,000 in the first year. Beyond the dollar amount, what I valued most was how the team thought holistically. They connected my practice income, my real estate holdings, my charitable goals, and my retirement timeline into one coordinated strategy.

If you are a high-earning professional relying on a CPA who just files what you give them, you are overpaying. AE Tax Advisors thinks strategically, and the results speak for themselves.