Case Studies

See how Gelt turns complex tax challenges into success stories.

Financial Services

Aug 20, 2025

Unlocking $255K in Tax Savings for a Venture Capital Partner

Both spouses are partners at venture capital firms (>$1B AUM and >$200M AUM). While their earnings were high, their compensation structure was tax-inefficient — leaving significant savings untapped and exposing them to unnecessary risk. Gelt helped them restructure income, optimize deductions, and unlock over a quarter of a million dollars in annual tax savings.

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Healthcare Services

Sep 10, 2025

Cutting $40K in Taxes for a Growing Consulting Business and Physician Household

David runs a growing consulting business earning over $200,000, while his wife Emily, an anesthesiologist finishing residency, carried significant student loan debt. With Emily’s new nonprofit hospital role qualifying her for PSLF, they needed a tax strategy that reduced David’s business tax burden, preserved cash flow, and supported long-term savings while keeping Emily’s loan payments low.

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Healthcare Services

Nov 12, 2025

How a Private Dental Owner Saved Over $40K Annually With Coordinated Practice and Real Estate Planning

A private, out-of-network general dentist acquired an established practice during COVID and, in early 2024, purchased a 3,700 sq ft, 12-op building to bring the practice under one roof. Revenue is about $1.2M. The owner wanted the building to work as a tax asset without weakening practice financials for future partners or a buyer. Gelt was engaged to align rent, elections, and documentation so the real estate and the practice pull in the same direction.

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Healthcare Services

Aug 20, 2025

Tax Restructuring for Sustainable Growth and $75K in Savings at a Multi-Location Healthcare Practice

Horizon Spine & Pain Institute is a physician-led practice specializing in interventional spine procedures and anesthesia. Founded by Dr. Bennett and Dr. Cole, the practice has grown rapidly since launch, adding a second location within the first year and maintaining a steady daily volume of 50–60 patients.

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