ADVANCED TAX PLANNING

ADVANCED TAX PLANNING

831 (b) Private Reinsurance

Structured Ownership Program (SOP)

Volume Discount Charitable Donations

831(b) Private Reinsurance

A business owner purchases new insurance policies to protect against underinsured or uninsured risks.  The risk is re-insured with (premiums transferred to) the client’s new private re-insurance company that makes an 831(b) election.  The premiums paid are tax deductible and the money earned in their re-insurance company is taxed at qualified dividends (or offset with an S.O.P. or MDCD)

Target:

-$700k+ of Business Gross Revenue

-$100k+ Annual Paid Premium Contribution

Volume Discount Charitable Donations

Clients participate in a charitable donation that uses the actual cash value of an asset that was purchased with a volume discount. For example, a piece of real estate purchased with a volume discount can be donated at the current market value, and results in a multiplier effect of the purchase vs donation (ie 1:5 meaning the land was purchased for $1 and donated with a value of $5). The multiplier effect results in a charitable donation at 1:5 times the amount of capital outlay. ($20k purchase would provide a $100k charitable donation) There are multiple charitable donation programs that are available. Maximum Deduction is 30% of adjusted gross income.

Target:

-$300k+ of Taxable Income, Business Income, Capital Gains or W2 income

Structured Ownership Program (SOP)

A Structured Ownership Program (SOP) is a sophisticated tax strategy designed for individuals and businesses to offset earned income or capital gains during any tax year. The core principle of this program is the establishment of a Series LLC, to which the client makes a capital contribution. This capital contribution can be leveraged to mitigate the tax implications of other income sources.

Target:

-$800k+ in ordinary income-$1M+ in capital gains income

-High Income, Large Liquidity Events (Sale of Business, Property Sale, Asset Sale, Qualified Retirement plan distribution)

-~$100k minimum capital contribution

A business owner purchases new insurance policies to protect against underinsured or uninsured risks.  The risk is re-insured with (premiums transferred to) the client’s new private re-insurance company that makes an 831(b) election.  The premiums paid are tax deductible and the money earned in their re-insurance company is taxed at qualified dividends (or offset with an S.O.P. or MDCD)

Target:

-$700k+ of Business Gross Revenue

-$100k+ Annual Paid Premium Contribution

Clients participate in a charitable donation that uses the actual cash value of an asset that was purchased with a volume discount. For example, a piece of real estate purchased with a volume discount can be donated at the current market value, and results in a multiplier effect of the purchase vs donation (ie 1:5 meaning the land was purchased for $1 and donated with a value of $5). The multiplier effect results in a charitable donation at 1:5 times the amount of capital outlay. ($20k purchase would provide a $100k charitable donation) There are multiple charitable donation programs that are available. Maximum Deduction is 30% of adjusted gross income.

Target:

-$300k+ of Taxable Income, Business Income, Capital Gains or W2 income

A Structured Ownership Program (SOP) is a sophisticated tax strategy designed for individuals and businesses to offset earned income or capital gains during any tax year. The core principle of this program is the establishment of a Series LLC, to which the client makes a capital contribution. This capital contribution can be leveraged to mitigate the tax implications of other income sources.

Target

:

-$800k+ in ordinary income-$1M+ in capital gains income

-High Income, Large Liquidity Events (Sale of Business, Property Sale, Asset Sale, Qualified Retirement plan distribution)-~$100k minimum capital contribution

701 S Main St suite 330, Logan, UT 84321, USA
701 Main St, Logan, UT 84321, USA