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TAX & FINANCIAL ANALYSIS
Before Tax Planning After Tax Planning Annual Savings
Assumed Business Net Profits $ 750,000 $ 750,000
Less Assumed Deductions:
S Corporations:
Salaries $ (50,000) $ (100,000)
Reimbursable Expenses $ - $ (50,000)
Total S Corporation
Assumed Deductions $ - $ (150,000)
C Corporations: $ -
Management Fee 1 $ 450,000
Total C Corporation
Assumed Deductions $ - $ (450,000)
Total Assumed Deductions $ (600,000)
Net Business Profit $ 700,000 $ 150,000
Income Taxes:
(184,500.00)
Total Taxes $ (252,000.00) $ (67,500.00) $
* Combined Fed/St 36% tax rate
COST BENEFIT ANALYSIS
Year 1 Over 5 Years Over 10 Years
(922,500.00) $
Total Tax Savings From Above $ (184,500.00) $ (1,845,000.00)
(150,000.00) $
Strategy #1 Implementation & Management Expenses $ (50,000.00) $ (300,000.00)
Net Annual Savings $ (134,500) $ (772,500) $ (1,545,000)
Percentage Return on Investment 369% 615% 615%
1 Triple-Play: Enhance 199a (20% QBI/celing analysis) + Arbitrage C-corp rates + increase otherwise non-deductible
Fringe-Benefits + Omega Planning
* Omega is tax-deductible estimated at $187,500/year for a 10 yr period. See next Omega Graphic Overview
Once signed up for plannign services will need to medically/financially vet owner.
