Success Coach Sharla reviews tax plans
Wednesday, May 18th, 2022
Real Estate Professional
One Time: Phase I Implementation Fee $8,943
Recurring: Monthly Advisory & Fees $1,350
Recurring: Less: BK & Compliance ($850)
One Time: Advisory & Fees - Year one $8,100
One Time: Less: BK & Compliance ($5,100)
One Time: TPA - Cost Segregation $1,800
Strategy: Accountable plan/Home Office Deduction
Strategy: Cost Segregation
Strategy: Health Savings Account Optimization (HSA)
Strategy: Maximize Employer Retirement Match
ROI: 370%
One Time: Phase I Implementation Fee $12,500
One Time: DB Plan Set up $8,000
Recurring: Monthly Advisory Fees $600
Recurring: Annual Admin Fee $521
Strategy: Accountable plan/Home Office Deduction
Strategy: Defined Benefit plan
Strategy: Health Savings Account Optimization (HSA)
Strategy: Maximize Employer Retirement Match
Strategy: Maximize Employer Retirement Match
Strategy: Minimize Self-employment (SE) Tax
Strategy: Minimize Self-employment (SE) Tax
Strategy: Pre-Tax Benefit: 401K
Strategy: Rent Home for Business Gatherings (Augusta Rule)
Year One ROI: 314%
Year Two ROI: 946%
Wednesday, May 25th, 2022
One Time: Phase I Implementation Fee $56,500
Recurring: Monthly Advisory, Planning and Compliance $750
Recurring: Yearly TPA Cost Segmentation $2,500
One Time: Monthly Advisory, Planning and Compliance $4,500
Strategy: Accountable Plan/Home Office Deduction
Strategy: Amendment for Missed Deductions
Strategy: Sep Contributions
Strategy: Wages: Hiring Kids
Strategy: Wages: Hiring Kids
Strategy: Pre-Tax Benefit: 401K
Strategy: Maximize Employer Retirement Match
Strategy: Real Estate Professional
Strategy: Cost Segregation
Strategy: Roth IRA Contributions
Year One ROI: 333%
Second Year ROI: 364%