Broker Check

Case Study Three


Case Study Three:

In Case Study Three, the client is a small electrical contractor. The client, like in Case Study One, uses most of our services.

  • Annual operating cost savings $79,980. B 
  • Annual tax savings realized $28,642. G 
  • Additional savings to be realized form Global Tax Planning $89,433. G 
  • Total tax savings to be realized annually once Global Tax Plan is fully implemented $118,075. B G 
  • Total annual savings from operations and taxes to be realized $198,055 B G 
  • Could defer $625,016 in tax for 30 years if business was sold today. G

 

 

        B = Business Wealth Plan ● I = Individual Wealth Plan ● G = Global Tax Plan