1.
Gordon Law Group

2.
1. In 1934, Justice Learned Hand, in a Supreme Court decision, stated: “Any,
one man can so arrange his affairs that his taxes shall be as low as possible; he
is not bound to choose that pattern which will best pay to Treasury; there is
not even a patriotic duty to increase one’s tax”.
2. Tax Case Studies
Tax Planning
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(847) 580-1279
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3.
Paying Large Tax Liability
Issue: Client came to the Gordon Law Group because of concern that he will
pay a lot of income tax in the current year due to the projected taxable income of
$2,500,000. The client was also concerned about his estate tax liability upon death
because he had used up both his annual gift exclusion for the year and his lifetime
gift tax exemption.
Resolution: Gordon Law Group recommended the use of a CLAT (charitable lead
annuity trust) which resulted in 30% of the funds expended going to charity with
the after-tax cost being-0-because of the tax savings.
The other 70% of the funds contributed to the CLAT were gifted into a trust for the
benefit of the client’s family and was no longer part of the client’s taxable estate
without having to use the annual gift exclusion or lifetime exemption because it
was gifted as a remainder interest from a charitable trust.
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Call Us For An Appointment: (847) 580-1279

4.
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Gordon Law Group

5.
Paying Large Tax Liability
Thus, instead of the client paying fifty percent (50%) of his income as taxes to
the Federal and State governments, he paid-0-to the government, 30% to
charity, and 70% to his family resulting in an increase in the family’s wealth.
As attorneys and CPAs, we provide high-earning and high networking
individuals with income tax and estate tax savings strategies, which are different
from what is known to most tax professionals. Our unique knowledge is due to
our long-term experience and extensive background to provide tax savings
advice, and we do not attempt to replace existing tax professionals.
Our tax savings strategies typically impact individuals with an annual income of
$2,000,000 or more and a minimum net worth of $20,000,000.
Visit for more: https://www.gordonlawltd.com/
Call Us For An Appointment: (847) 580-1279

6.
Income Tax Planning
As an example, one such strategy can serve to provide multiple benefits in the
form of:
<>Making a large charitable contribution with the cost fully funded by income
tax savings;
<>Making a large a gift to a family without being subject to gift tax and, at the
same time, increasing family wealth;
<>And allowing for a tax-free conversion of an IRA to a Roth plan so that there is
no resulting required minimum distribution (“RMD”) and all subsequent plan
distributions are not subject to income tax.
Visit for more: https://www.gordonlawltd.com/
Call Us For An Appointment: (847) 580-1279

7.
Gordon Law Group
Contact Now For Tax
Planning Help
https://www.gordonlawltd.com/
180 N LaSalle Suite 3700B
Mon-Fri: 8:00 am - 5:30 pm
abg@gordonlawltd.com
847-580-1279
847-305-1202
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