This resource is published by AE Tax Advisors. Case-study figures are publisher-reported and have not been independently audited here. They are not client reviews, typical results or a forecast for your return.
Explore AE Tax Advisors’ published case studies by business type and planning question. This directory brings together 51 source-linked cases with reported annual-savings figures and adds evaluation guides explaining what to ask before applying a similar strategy.
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AE Tax Advisors Short-Term Rental Case StudiesStart with how the owner earns income and how the property is used. An employee who owns a rental, a physician with several properties and an operator leasing units have different tax profiles. The arbitrage business in this collection does not own the buildings, so it should not be evaluated as though it can depreciate purchased real estate.AE Tax Advisors Cost Segregation Case StudiesCost segregation cases should be compared by the depreciable assets, ownership and service dates. A self-storage portfolio, manufactured housing community and boutique hotel contain very different improvements. Read the asset description before comparing the headline savings.AE Tax Advisors S Corporation Case StudiesAn S corporation decision includes payroll, reasonable compensation, filing obligations and the owner’s actual work. A profitable contractor considering an election needs a different review from an existing shareholder correcting payroll or seeking late-election relief.AE Tax Advisors C Corporation Case StudiesC corporation planning should consider where profits are earned, retained and eventually distributed. The medical-practice cases illustrate why retirement design, employee costs and the owner’s future cash needs belong in the same discussion as the corporation’s income tax.AE Tax Advisors Medical and Dental Practice Case StudiesPractice owners can have operating income, owned premises, equipment, employees and outside investments. These cases help separate the tax treatment of the practice from the treatment of real estate owned alongside it. The physician rental example also requires its own participation facts.AE Tax Advisors Retirement Planning Case StudiesA retirement contribution reduces current spendable cash while potentially changing the tax calculation. The law-practice and medical cases are useful starting points for discussing age, compensation, employees and long-term funding expectations with a plan specialist.AE Tax Advisors Construction and Contractor Case StudiesContractors often combine equipment purchases, seasonal income, vehicles and owner labor. These cases are helpful for comparing a change in entity treatment with depreciation and expense decisions. They should not be reduced to a single instruction to buy equipment at year-end.AE Tax Advisors E-Commerce Case StudiesAn online business’s tax picture includes inventory, marketplace activity, owner compensation and operations across jurisdictions. The FBA, dropshipping and direct-to-consumer cases offer different fact patterns rather than one model for every internet seller.AE Tax Advisors Professional Services Case StudiesA service firm’s economics depend heavily on who does the work. These cases cover partner income, contractors, employees, owner expenses and reimbursement. Evaluate the role of the owner and staff before comparing entity or retirement outcomes.AE Tax Advisors Multi-Entity Business Case StudiesOwners with multiple businesses need a consolidated picture before changing one entity. These cases show why operating profit, property ownership, payroll and household planning must be reconciled. More entities can also mean more returns, accounting work and agreements.AE Tax Advisors Rental and Commercial Property Case StudiesRental portfolios need planning over the holding period, including acquisition, operations and sale. The long-term rental, triple-net and specialized-property cases offer questions about depreciation, activity treatment and future disposition rather than just the first deduction.AE Tax Advisors Software and Technology Business Case StudiesTechnology cases can involve credits, equity compensation, development costs and owner payroll. Those are different tax systems, with different documentation and timing requirements. The reported result from an equity event should not be treated as interchangeable with a recurring operating deduction.
Read selected case analyses
AE Tax Advisors Case Analysis: W-2 Couple and Short-Term Rental LossEvaluate the published w-2 couple and short-term rental loss case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: Dental Practice Building and Entity PlanningEvaluate the published dental practice building and entity planning case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: Medical Practice and Defined Benefit PlanningEvaluate the published medical practice and defined benefit planning case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: Contractor Moving from Sole Proprietor to S CorporationEvaluate the published contractor moving from sole proprietor to s corporation case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: S Corporation Officer Compensation CorrectionEvaluate the published s corporation officer compensation correction case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: Self-Storage Facilities and Automation EquipmentEvaluate the published self-storage facilities and automation equipment case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: Law Firm Partner and Cash Balance PlanningEvaluate the published law firm partner and cash balance planning case, reported savings, important facts and questions for your own tax-planning engagement.AE Tax Advisors Case Analysis: Technology Consulting, Workers and ReimbursementsEvaluate the published technology consulting, workers and reimbursements case, reported savings, important facts and questions for your own tax-planning engagement.
All 51 source-linked cases
Each figure below is reported by the publisher. It is not an independently verified outcome or an expected result for your situation. Read the methodology and limitations.
| Industry and original case | Reported annual savings | Source context |
|---|---|---|
| Short-Term Rental Arbitrage (Airbnb & VRBO) | $38,000 | 15 leased units, no property ownership, net income $185K, average 7-day stay |
| Automotive Dealership Group (3 Locations) | $187,000 | $4.2M combined building basis, 85-vehicle demo/service fleet |
| Commercial Construction | $156,000 | $620,000 in equipment purchases |
| Dental Practice (General & Cosmetic) | $94,000 | $1.1M building basis, owner age 54 |
| E-Commerce (Amazon FBA) | $58,000 | S-Corp saves $34K in SE tax; inventory method change defers $24K |
| E-Commerce (Dropshipping) | $31,000 | State filings reduced from 12 to 4; entity restructured to S-Corp |
| E-Commerce (Direct-to-Consumer) | $47,000 | Net profit margin: 32% |
| Real Estate (Fix-and-Flip) | $67,000 | $1.8M annual flip revenue, $420K net |
| Multi-Business (Landscaping, Property Mgmt, Equipment Rental, Cleaning) | $78,000 | $480K combined net income across entities |
| Quick-Service Restaurant Franchise (7 locations) | $134,000 | 120+ employees, 3 owned buildings |
| Freelance Graphic/UX Design | $18,000 | Home office + Section 179 SUV + SEP-IRA = $18K annual savings |
| Boutique Hotel (32 Rooms, Full-Service) | $155,000 | $5.2M property basis, $680K FF&E, 32 rooms, RevPAR $185 |
| Dental Practice + Real Estate + E-Commerce | $91,000 | Combined household income $780K, 3 active businesses, both spouses active, ages 49 and 47 |
| Insurance Agency (Property & Casualty) | $54,000 | Owner income $520K, 8 licensed agents, $1.4M commission income |
| International Software Development & IT Services | $136,000 | $1.6M foreign subsidiary income, operations in US, UK, and India, 45 employees globally |
| Landscaping & General Contracting | $49,000 | Owner income $285K, 14 employees, $380K equipment fleet |
| Law Firm (Litigation Practice) | $95,000 | Partner age 52, net income $980K, 3 associates |
| Long-Term Rental Portfolio | $127,000 | $127K in taxes deferred via 1031 exchange; recapture exposure managed |
| Precision Manufacturing (Aerospace Components) | $142,000 | $1.2M annual R&D spend, $2.8M equipment basis, 65 employees |
| Digital Marketing Agency (Social Media & Content) | $41,000 | Owner income $410K, 1,800 sq ft home office, 6 contractors |
| Medical Practice (Orthopedic Surgery) | $89,000 | Owner compensation: $680,000 |
| Mobile Home Park (Manufactured Housing Community) | $98,000 | 120 pads, $2.8M acquisition basis, 92% occupancy, $34K/pad average lot rent |
| Property Management + Cleaning Services | $39,000 | Income shifted to 4 family members; combined bracket reduction + retirement |
| Multi-Business (Fitness, Supplements, Apparel, Digital Media) | $54,000 | 4 entities consolidated under holding S-Corp; single retirement plan |
| Physical Therapy Practice + Rental Portfolio | $83,000 | Self-rental recharacterization + REPS + management company = $83K savings |
| Nonprofit Education Foundation + For-Profit Training & Consulting | $78,000 | Founder salary $220K, $950K consulting revenue, shared facilities, 28 employees across entities |
| Management Consulting (Partnership) | $36,000 | SE tax reduced by $36K combined ($18K per partner) |
| Medicine (Emergency Physician) + Real Estate Investments | $112,000 | Physician spouse managing 8 rental units, $2.6M RE portfolio, combined income $860K |
| Physician (W-2) + STR Portfolio | $89,000 | Spousal REPS + 3 STR cost seg studies = $89K annual savings |
| Private Medical Practice (Orthopedic Surgery) | $168,000 | 4 physician-partners, average income $680K each, 22 staff |
| Professional Sports (NFL) + Real Estate Investments | $174,000 | $3M income, $1.8M real estate portfolio, 4 rental properties, career window 5-7 years |
| Real Estate Brokerage | $52,000 | Commission restructured through S-Corp; group health plan added |
| Restaurant (2 Locations) | $94,000 | Cost seg on 2 buildings + FICA tip credit = $94K annual savings |
| Restaurant Group (Full-Service Dining) | $134,000 | 85 tipped employees across locations |
| Digital Marketing Agency | $19,000 | Late election approved; retroactive to January 1 |
| Multi-Business (Staffing, IT Services, Training) | $67,000 | QBI deduction maximized across all entities; single retirement plan |
| Professional Services (Consulting) | $31,000 | Officer comp ratio corrected from 3.4% to 7.3% of revenue |
| Management Consulting | $22,000 | Self-employment tax reduced by 62% |
| Marketing Agency | $28,000 | Taxable income reduced from $425K to $326K (below MFJ threshold) |
| Medical Practice (Orthopedics) | $72,000 | Effective rate reduced from 43.3% to 29.1% through entity + benefits |
| Software as a Service (B2B SaaS) | $38,000 | 3 developers, $240K annual R&D spend |
| Self-Storage Facilities (3 Locations) | $126,000 | 1,450 total units, $4.8M combined building basis, $420K automation equipment |
| General Contracting / Construction | $41,000 | SE tax reduced from $44,200 to $18,400; retirement plan added |
| Technology Consulting (Cybersecurity & Cloud) | $62,000 | 12 contractors, 4 W-2 employees, owner income $620K |
| Technology Startup (AI/ML) | $380,000 | 83(b) election at $0.001/share; acquisition at $12/share; $380K saved |
| SaaS / Technology Startup | $45,000 | $45K annual R&D credit + $10M potential QSBS exclusion at exit |
| Triple Net Lease (NNN) Commercial Real Estate | $67,000 | $4M portfolio, 4 properties, NNN tenants, passive investor |
| Trucking & Logistics (Regional Freight) | $118,000 | 42-truck fleet, $3.2M equipment basis, $680K annual fuel spend |
| Veterinary Medicine (Small Animal & Emergency) | $83,000 | $1.4M clinic building, $380K equipment purchases, owner age 48 |
| W-2 Employees (Airline Pilot + Tech Executive) | $68,000 | $195K paper loss from STR offsets W-2 income |
| Architectural Design Firm | $23,000 | SALT deduction increased from $10K cap to $47K via PTET |
Move from a case to your own decision
Find a case that shares your ownership and income profile. List the facts that differ. Bring the case link and your records to the discovery call, then request a written analysis and scope. Published results can make the conversation concrete; they cannot substitute for your own projection.
Frequently Asked Questions
Are these independently verified reviews?
This resource is published by AE Tax Advisors. Case-study figures are publisher-reported and have not been independently audited here. They are not client reviews, typical results or a forecast for your return.
Can I expect the same savings?
No. The cases are selected examples. Your result depends on your facts, applicable law, implementation and the complete return.
Sources and next steps
Read the AE Tax Advisors outcomes methodology, the original case studies and the current pricing and scope. The original return files and realization of reported savings have not been independently audited for this resource.
Browse all case-study guides or read how an engagement is approached.
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