Page 32 - STB_Meade_Final_for_sending

PRETAX STRATEGY IMPLEMENTATION &

MANAGEMENT FEE SCHEDULE & AGREEMENT

I acknowledge and understand that Platinum Tax Group LLC ("PTG") will create a formal agreement once the parties agree on the benefits provided by

said tax planning.

PROJECTED YEARLY/MONTHLY % RETURN ON
RECOMMENDED
DESCRIPTION IMPLEMENTATION TAX SAVINGS FEES* INVESTMENT
START DATE 1ST YEAR 10 YEARS 1ST YEAR FOLLOWING 1ST YEAR 10 YEARS
YEARS

TAX STRATEGY RECOMMENDATIONS: Yes' I'd like to

proceed Yearly
#1 Restructure Business Entities Phase I / ASAP $ (184,500) $ (1,845,000) $ (50,000.00) ($25,000) 369% 615%
(Includes Annual Compliance filings with Lael Tax, LLC)
Funded with
#2 Omega Retirement Planning (years 1-10) Phase II Tax Savings
(Need to assess medical and financial vetting)

#3 ESOT Implementation * Phase II $ (200,000) $ (2,000,000) $ (80,000.00) $ (40,000) 250% 417%

# 4 Value Builder System Phase I N/A N/A $ (2,000) $ (1,000)
(Increase Business Value by 71%)
* Client fee is an intial 1/2 to start the implementation. Once agreed upon by Meade Law, LLC. owners, PTG will create a formal agreement for both parties to sign. These monthly amounts include all filing fees, legal and third
party administration costs, but does not include any amounts for income tax return compliance, accounting/payroll services, or franchise or income taxes due to any taxing authority; the monthly amount is payable commencing on
the Date Signed below and thereafter on the 26th day of each following month. The monthly amounts are subject to an annual increase of 5% commencing on the second anniversary date.

Client Signature: Date Signed:

John Meade, Esq.