AE Tax Advisors Multi-Entity Business Case Studies

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.

Owners 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.

Published AE Tax Advisors examples

How to compare the cases

Entity layering is not a result by itself. Compare the completed tax and cash picture before and after the proposed structure. Ask who will maintain the books and agreements after implementation and include that work in the cost comparison.

Start with the baseline return and identify exactly what changed. Determine whether a reported amount refers to a deduction, a current tax difference or a projection over several years. Costs such as payroll, return preparation, a study fee and plan administration should be included in your own comparison.

Questions for the discovery call

Which entity performs each function? Are intercompany balances reconciled? What economic reason supports a payment? How do changes affect both spouses and the owner-level return?

Ask for the assumptions in writing and for a separate list of facts still needed. A useful answer identifies both the potential opportunity and the work required to implement it. If an outside specialist must confirm a number, make that dependency visible in the plan.

Records to prepare

Ownership chart, all entity returns, intercompany agreements, bank accounts, payroll reports, property schedules and related-party balances.

Use the most recent filed returns together with current financial information. Reconcile incomplete books before relying on a projection. Keep supporting records organized by entity and year so earlier deductions and carryforwards are not counted twice.

What these cases tell you about engagement scope

The collection gives you concrete topics to discuss with AE Tax Advisors. It does not establish what every advisory engagement includes. Confirm the analysis, implementation, tax-return work and continuing services in your own signed scope. The standard advertised advisory fee is $7,800 with no required recurring annual planning fee; separately scoped work can carry additional charges.

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.