Background:                                                                                                                                                                                                                           Download Tax Summary

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!