Broker Check

Case Study Two

Case Study Two:

Case Study Two is of a client who currently utilizes only the Global Tax Planning™ service.

This is a three member Public Relations firm.

  • Annual tax savings realized $60,737. G 
  • Tax compliance cost $18,182. G 
  • Total savings ratio (total savings divided by total cost 334%. G 
  • Additional savings to be realized form Global Tax Planning $178,866. G 
  • Total to be realized annually once Global Tax Plan is fully implemented $239,603. G 
  • Could defer $1,043,000 in tax for 30 years if sold today. G 

 

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