From High Taxes to High Impact: How One Vet Power Couple Is Restructuring Their Wealth

R.K. and his wife are veterinarians and practice owners in Florida, earning roughly $2M annually, most through K-1 distributions. With no clear financial strategy and no retirement accounts in place,…

Continue ReadingFrom High Taxes to High Impact: How One Vet Power Couple Is Restructuring Their Wealth

From Hamster Wheel to Financial Freedom: How a Successful Orthopedic Surgeon Is Reclaiming His Wealth

At 55 years old, T., a thriving orthopedic surgeon, knew it was time for a better plan. Despite running a successful practice and getting support from his CPA and financial…

Continue ReadingFrom Hamster Wheel to Financial Freedom: How a Successful Orthopedic Surgeon Is Reclaiming His Wealth

More Income, Less Taxes: How Terra Firma Helped Turn a $200k Curveball Into a Tax Planning Victory 

When O.E., an anesthesiologist, partnered with Terra Firma for strategic tax planning, his 2024 plan was already positioned to reduce his overall tax burden. But when a $200,000 unexpected partnership…

Continue ReadingMore Income, Less Taxes: How Terra Firma Helped Turn a $200k Curveball Into a Tax Planning Victory