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OVERVIEW

INTRODUCTION

This Strategic Tax Blueprint is intended to serve as an executive summary of several income tax strategies that may be appropriate and
suitable to meet your tax, business, estate, and financial needs. It is not intended to be either an exhaustive list of all available strategies nor a
detailed explanation of how each strategy works. Before any of these strategies are implemented, additional research and due diligence should

be conducted to make sure that each one is appropriate and prudent. Due to the uncertainty of future events, including changing laws and your
continued success of your business, the strategies contained herein, if implemented, should be carefully reviewed on at least an annual basis to

ensure that they are properly maintained.

APPROACH

Our approach to tax planning is threefold:

First, we explore tax planning opportunities by creating and utilizing various business legal structures that allow you to take advantage of

1 certain tax benefits afforded these structures wherein the business can pay or reimburse certain deductible expenses to the owner/employee
of these structures on a tax-free basis. In other words, keeping the money in your hands by moving it from the left hand to the right hand.

Second, we next look for opportunities that optimize your discretionary income such that your business can shift money on a tax-

2 deductible basis into a long-term savings vehicle that converts the growth of your investment on a tax-deferred basis and ultimately allows
you to access your investment on a tax-free basis.

Lastly, we help you identify and implement tax deductible strategies that defer the taxation of your investment into the future, hopefully in
3 years where your marginal tax rate is lower that your current rate, and where your tax liability is paid with cheaper dollars; said another

way, it is always better to pay a dollar in tax 20 years from now rather than pay that dollar today.

TAX DISCLAIMER

This statement is required by Treasury regulations. In order to comply with requirements imposed by the Internal Revenue Service
(“IRS”) which may apply to the accompanying recommendations, please be advised that the material contained herein is not intended or written

to be used, and it cannot be used, by anyone for the purpose of avoiding any penalty that may be imposed by the IRS under the Internal Revenue
Code. In the event that the accompanying material is also considered to be a “marketed opinion” within the meaning of the IRS guidance, then,
as required by the IRS, please be further advised that you should seek advice from an independent tax advisor. The advice contained in the

following pages is based on current 2018 tax law and is intended to not be used on an ongoing basis without consistent changes being made by a
qualified tax advisor. There is further no assurance or guarantees that the recommendations contained herein will not be examined and

scrutinized by the IRS.