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DVS Portfolio Tax Outcomes
Tap any client row to highlight their annual tax savings in the chart.
| Client | Before | After | Rate |
|---|---|---|---|
| Daniel — Software Savings: $39,480/yr | $182,000 | $51,000 | 7% |
| Olivia — Dental Savings: $58,375/yr | $265,000 | $57,200 | 4% |
| Haroon — Construction Savings: $89,640/yr | $318,500 | $72,900 | 5% |
| Veronica — Consulting Savings: $112,740/yr | $421,000 | $139,400 | 12% |
| Samuel — Tech/RE Savings: $129,210/yr | $498,000 | $147,700 | 11% |
| Laura — Medical Savings: $198,720/yr | $702,000 | $176,400 | 9% |
| Jacob — Fund Manager Savings: $131,920/yr | $812,000 | $206,300 | 14% |
| Isabella — SaaS Exec Savings: $142,120/yr | $934,000 | $214,900 | 13% |
| Thomas — Private Equity Savings: $151,890/yr | $1,318,000 | $322,800 | 15% |
| Maria — Portfolio Savings: $207,960/yr | $1,975,000 | $489,200 | 8% |
| Charles — Manufacturing Savings: $583,760/yr | $2,268,000 | $463,000 | 10% |
DVS Portfolio Tax Outcomes
| Client | Before | After | Rate | Savings |
|---|---|---|---|---|
| Daniel — Software | $182,000 | $51,000 | 7% | $39,480 |
| Olivia — Dental | $265,000 | $57,200 | 4% | $58,375 |
| Haroon — Construction | $318,500 | $72,900 | 5% | $89,640 |
| Veronica — Consulting | $421,000 | $139,400 | 12% | $112,740 |
| Samuel — Tech/RE | $498,000 | $147,700 | 11% | $129,210 |
| Laura — Medical | $702,000 | $176,400 | 9% | $198,720 |
| Jacob — Fund Manager | $812,000 | $206,300 | 14% | $131,920 |
| Isabella — SaaS Exec | $934,000 | $214,900 | 13% | $142,120 |
| Thomas — Private Equity | $1,318,000 | $322,800 | 15% | $151,890 |
| Maria — Portfolio | $1,975,000 | $489,200 | 8% | $207,960 |
| Charles — Manufacturing | $2,268,000 | $463,000 | 10% | $583,760 |
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