Case Studies

Client ProfileTracy Weston, CFP, uses Hive Tax Planning to support tax-aware financial planning for her clients. In this case, Tracy worked with a retired couple in their 70s whose income looked simple on the surface, but whose tax situation required careful...

Tracy Weston, CFP, runs a tax consulting and financial planning practice focused on helping clients make smarter long-term financial decisions.

A financial advisor is working with a married couple approaching retirement who want to strategically reduce their long-term tax burden and avoid large Required Minimum Distributions (RMDs) later in retirement.

I worked with a business-owner client whose income was flowing through an operating partnership and being reported as self-employment income

Tracy, CFP, works with many retirement clients and aims to bring actionable planning value to each meeting—even when the scenario involves technical thresholds that typically require deeper tax analysis.

This mix tells me Bob is realizing meaningful gains, including a large chunk of short-term gains taxed at ordinary rates—exactly where tax-efficiency improvements can move the needle.

Case Study: From Discovery Call to Structured Tax Planning Opportunities, Using Hive Tax Planning to Accelerate Advisor Conversions

Jonathan and Lisa were proactive—under their CPA’s guidance, they previously implemented a comprehensive, multi-year tax plan specifically designed to address the sunset of the Tax Cuts and Jobs Act (TCJA)

Unlock $250K in tax savings and penalty protection with AI-driven crypto tax planning. Discover Alex Chen’s strategy with Hive Tax AI’s expert tools.

Tax Planning for Bob: A High-Earning Tech Executive in California