Tax Planning

During the typical Tax Planning exercise will look at the following:

  • Deductions
  • Legal Entity Structure
  • Retirement
  • Insurance
  • Legal Loopholes
  • Tax Cuts & Jobs Act Updates
  • Niche Specific Strategies

Tax Planning

Strategy
Session

Day 1

Within 48hrs

Request
List

Kick Off
Call

Day 5-7

Week 3-5

Tax Plan
Deliverable

Follow Up
Call

As Needed

What You’re Gonna Get… Tax Planning Planning & Core Implementation Planning Implementation
Preparation
Quarterlies
The Tax Plan For 2020, 2021 & Beyond
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, C Corp, Partnership
Retirement Options & Plan To Hit An Extra 1M By Retirement
Insurance Review To Protect Assets & Reduce Taxes
TCJA, FFCRA, CARES Review For Liability Minimization
IRS & Court Case References Support Positions
Tax Advantaged Wealth Management Review
Core Strategy Implementation
Business Tax Preparation
Individual Tax Preparation
Quarterly Estimated Payments
Quarterly Core Tax Planning & Implementation
Quarterly 1on1 Review Tax Position

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    Simple Ways to Smart Solutions!