Illustrative Tax Scenarios and Worked Examples

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Use these practical guides to organize evidence, compare decisions, and prepare the next step.

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How to Read a Tax Planning Case Study Without Assuming the Same Result
Tax Results Explained: Proposed, Modeled, Filed, and Paid
All Guides
Tax Strategy Case Studies
Scenario: Year-End Equipment and the Placed-in-Service Date
Scenario: A Law Firm Partner and Year-End Planning
Scenario: Cost Segregation When Losses Are Suspended
Scenario: A Consultant Plans for Uneven 1099 Income
Scenario: Restaurant Owner Buys the Building
Scenario: Modeling a Defined Benefit Plan with Employees

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Scenario: A Law Firm Partner and Year-End Planning
Scenario: A Consultant Plans for Uneven 1099 Income
Scenario: An S Corporation Election That Was Never Filed
How to Read the Illustrative Scenarios