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John Michael Goralka's Legal Cases (2)

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Trusts

Experienced Tax Audit Representation Success Story

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OUTCOME: Helped the client save $2.75 million in estate taxes

The Goralka Law Firm successfully helped a client save $2.75 million in estate taxes. The original return was filed by an experienced estate planning firm that represented the family for many years. T ... he Goralka Law Firm was able to identify other reporting and valuation methods, additional deductions, and reporting alternatives to save the family $2.75 million dollars filing the return and representing the family in an estate tax audit with the IRS.

Tax

Tax Savings Plan for Lottery Winner

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OUTCOME: Client received millions of dollars in tax savings and deductions

Implemented a tax savings plan for a lottery winner with a $2,500,000 investment, providing income tax deductions of over $1,700,000, a tax savings of nearly $900,000, income for life (with investment ... control on $1,500,000), and a remainder of over $1,100,000 income tax-free in 10 years (with investment control during the 10-year period).