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Meade Law, LLC E.S.T.B.™ Tax Mitigation Strategy #1

2018 2019-2022 2023-2027
Management Fee 1 $ 500,000.00 $2,000,000.00 $2,500,000.00
(Taxes) 40% (Est. Effective Tax) ² (200,000.00) (800,000.00) (1,000,000.00)
Taxes recaptured w/E.S.T.B. 200,000.00 800,000.00 1,000,000.00
Estimated Costs to Implement/annual maintenance (80,000.00) (240,000.00) (240,000.00)
Tax Disclosure: To assure Repurchase Obligation (ESOT) 4 (20,000.00) (80,000.00) (100,000.00)
compliance with Treasury Net Cash Flow after taxes and obligations 400,000.00 1,680,000.00 2,160,000.00
Department rules governing tax ROI 250% 333% 417%
practice, the Treasury Department
now requires that all tax advisors
attach the following statement to If ESTB Established starting 2018 thru 2027 Total Tax Savings $ 2,000,000.00
any and all written communication, Costs/Estimated Repurchase Obligation 4 $ (760,000.00)
except to the extent exhaustive Projected Benefit w/Tax Savings 1,240,000.00
steps are taken to satisfy the new * Benefit does not take into account growth from assets purchased w/tax savings.
guidelines of the regulation. We
hereby inform you that any advice PTG provides audit defense in less than 2% chance;
contained herein (including in any ¹ Management Fee amount for 2018 thru 2027 derived from Financial Projections and estimates of $500k/year.
attachment) (1) was not written or 2 Effective tax rate of 50% reflects overall Fed/State tax environment in 2018. Tax rates are subject to increase in future years.
intended to be used, and cannot be 3 I implementation fee is based on greater of $100k or 1/3 of initial yr tax savings.
used, by you or any taxpayer for the 4 ESOT value is derived from E.S.T.B. stock and valued annually. Under ERISA each employee has a future allocated share of said stock value.
purpose of avoiding any penalties said stock value.
that may be imposed on you or any
taxpayer and (2) may not be used or Future obligations are assumed at 10% of tax savings based on client experiences. Actual client results may differ.
referred to by you or any other
Important Note: This strategy can be added on to Business Restructuring or used separately. Omega can be used with either.

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