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 | ● |