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 $1,500,000 each year to the government. Current debt payoff was a priority for the client, rather than long term savings and retirement strategies.
Based on the client’s preferences, cash flow needs, and budget, we designed their custom tax plan with:
A 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!
Our strategies are unlike those offered anywhere else in the financial industry- we offer a no obligation free assessment so you can put our claim to the test. …more.
55 Madison Avenue,
Suite 400
Morristown, NJ 07960
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