ADVANCED TAX PLANNING

Expertise you won't find on Main Street

FORTUNE 500 CORPORATE EXECUTIVE

Background

A corporate executive with W-2 income of $4,000,000. The executive had zero deductions available due to various phase-outs and limitations, was paying over $150,000 each year to the government. Current debt payoff was a priority for the client, rather than long term savings and retirement strategies.

Fortunately, they called one of our partners at Cash Balance Advisors!

The Plan

Based on the client’s preferences, cash flow needs, and budget, we designed their custom tax plan with:

  • a $160,000 real estate investment opportunity, when properly administered, generates large annual deductions to offset wage income and is not limited by passive real estate investment rules

The Results

A 2017 tax deduction of $730,000 from the real estate investment reduced the executive’s tax liability by $262,000, delivering a refund of over $252,000!

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Office: 916-674-2164

Home Office: 19720 Jetton Road, Cornelius, NC Third Floor NC 28031

Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third party administrators, CPAs, actuaries and/or attorneys.