1. Is there a tax plan for each related party? No
2 If there is a tax plan for each related party do you then do a strategy within each of those related parties? Tax planning is done at the holistic enterprise level. So we don't do a separate tax plan. However, that doesn't mean you can't set your tax plans up that way. It has not been useful in our practice, and seems like unnecessary work in our model.
3. For each plan there is an ROI. Can you combine all plans into one? No
4. How do you edit the plans? For example instead of putting $20,000 into a retirement plan you want to put in $25,000 - To edit any amount within a plan, click on the pencil on the far right and update.
5. What is the minimum ROI Meyer Tax shoots for?. 300%