T.K., an anesthesiologist, came to Terra Firma seeking a more effective and sustainable way to secure his financial future.
Initially, T.K. admitted to some skepticism, wondering how much could be done for a W2 employee: “I am a W2, so I don’t know how effective any of this will be.”
Terra Firma presented a plan that wasn’t about finding “corners to navigate,” as T.K. put it, but instead about fully levering the tax code by treating him and his family as a business.
“For the last 2-3 years, I’ve been trying to figure out what to do. Do I get my wife into a side gig? Do we buy a house and collect Airbnb money? None of it really spoke to me or felt sustainable. Discovering this and learning about creating a business and investing in other vehicles, that just sounds more stable and safe, and speaks to me more than getting into some business I don’t understand.”
His tax savings in year one were $164,000, with subsequent years projected to be even higher.
