Sharla Bartley reviews tax plans
Wednesday, June 1st, 2022
One Time: Planning and Implementation Fee $12,750
One Time: Entity Setup $500
Recurring: Yearly Ongoing Consulting and Advisory $3,582
Recurring: Monthly Ongoing Consulting and Advisory $497
Strategy: Accountable Plan/Home Office Deduction
Strategy: Backdoor Roth
Strategy: Charitable Planning
Strategy: Corporate-Owned Variable Universal Life
Strategy: Health Savings Account Optimization (HSA)
Strategy: Health/Medical Expense Reimbursement Arrangement
Strategy: Income Shifting to C Corp
Strategy: Late Penalties/Interest
Strategy: Rent Home for Business Gatherings (Augusta Rule)
ROI: 905%
Wednesday, June 8th, 2022
Class was cancelled/Sharla wasn't there, student on student discussions about previous cases and various scenarios with their clients.
Wednesday, June 22 2022
One Time: Phase I Implementation Fee $9,657
Strategy: Accountable Plan/Home Office Deduction
Strategy: Choice of Entity
Strategy: Health Savings Account Optimization (HSA)
Strategy: Health/Medical Expense Reimbursement Arrangement
Strategy: Income Shifting to C Corp
Strategy: Pre-Tax Benefit: 401K
Strategy: SEP Contributions
Strategy: Solo 401K - Employer Contributions
ROI: 542%