OPTIMIZING CASH FLOW AND TAX STRATEGIES– FEASIBILTY STUDY

We are utilizing a relationship with a third party CPA firm that has an in-depth knowledge of the tax code. Our process utilizes these tax experts in exploring tax savings combined with deferral strategies that could enhance your cash flow position.

OUTPUT: A tax memo will be issued comparing your company and tax expense as it is now to an entity structure as you should be along with the potential tax efficiencies obtainable.

PERFECT FOR:

  • Profitable companies
  • Searching for tax efficiency
  • Improving purchasing & debt service power
  • Funding Executive Retention plans
  • Asset protection
  • Tax efficient benefits

Our process will:

ANALYZE CURRENT STRUCTURE

  • Analyze your current company structure
  • Analyze compensation and distribution desires of the partners
  • Project current tax expense under current structure

RECOMMEND A STRUCTURE

  • Recommend a company structure for maximum tax efficiencies
  • Measure potential impact of tax strategies
  • Issue a white paper concerning the strategies recommended
  • Perform an in-depth analysis using IRS tax code to structure strategies

POSSIBLE DEDUCTIONS TO BE ANSWERED:

  1. How much money do you want to live on each month?
  2. Amount of disability premiums paid per year?
  3. Amount of any unreimbursed medical expenses (Health Care Cost– Co-Pay, Deductible, Uncovered procedures/medications)
  4. Amount of long-term care premiums paid
  5. Amount of life insurance premiums paid

**Note: that we anticipate additional expenses are not included in this feasibility study for the following:

    • Legal cost to establish a new entity
    • Accounting cost to set up and maintain a set of books
    • Third party accounting firm to perform an annual IRS compliance analysis
    • Tax cost for an annual return
    • Administrative cost to set up a bank account & other oversight

Neither World Equity Group nor SMART Group Houston provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.