Augusta Rule Calculator: Simple Tax-Free Income

Marcus is an entrepreneur shifting his focus into real estate

Laura is a technology executive with a strong financial foundation. She is already maxing out her retirement contributions and performing Roth conversions, but she wanted to explore strategies that could help her further optimize taxes across her concentrated stock portfolio, mortgage structure, charitable giving, and potential real estate investments.

Gelt helped a Southeastern U.S. interior design & procurement firm with two S-Corps unlock $30K+ yearly savings by moving to accrual, optimizing QBI, and aligning personal tax planning.

How a creator brand used an S-Corp, Augusta Rule calendar, Solo 401(k), and health-insurance planning to unlock $40K–$55K in annual tax savings.

See how an East Coast realtor used an S-Corp, clean books, and a clear expense policy to save $30K per year while scaling real estate investments.

LA-based creator-turned-affiliate CEO secures six-figure savings through QBI alignment, PTET timing, mortgage interest itemization, and retirement design.

NJ to NY small business owner coordinates losses, structure, and state strategy to unlock $60K+ in yearly tax savings while launching operations.

How a New Jersey crypto attorney used better structuring, elections and planning to unlock over $60K in yearly tax savings and scale a new law firm.

Discover how a risk advisory partner used a refined business structure, multistate planning and home office strategy to save over $30K per year and cut complexity.

See how a high-income real estate investor leveraged REPS, cost segregation, and strategic timing to unlock $85K+ in projected tax savings.

A salon suite operator with 7 locations across Texas restructured retirement contributions, pursued REPS qualification, and implemented HSA planning to save over $45K annually.

Horizon Spine & Pain Institute is a physician-led practice specializing in interventional spine procedures and anesthesia.