Case Study Two:
Case Study Two is of a client who currently utilizes only the Global Tax Planning™ service.
This is a three member Public Relations firm.
- Annual tax savings realized $60,737. G
- Tax compliance cost $18,182. G
- Total savings ratio (total savings divided by total cost 334%. G
- Additional savings to be realized form Global Tax Planning $178,866. G
- Total to be realized annually once Global Tax Plan is fully implemented $239,603. G
- Could defer $1,043,000 in tax for 30 years if sold today. G
B = Business Wealth Plan ● I = Individual Wealth Plan ● G = Global Tax Plan