| Name |
|
| Company |
|
| Address |
|
| Phone Number |
|
| Email |
|
| Annual Personal Income |
|
| Annual Personal Taxes |
|
| Annual Lifestyle Expenses |
|
Majority of income is active vs. passive (is earned from employment rather than from investments)
|
Earns most or all of their income from companies in which they have a substantial ownership position (is not a W-2 employee of someone else’s company)
|
Has the ability to implement tax savings strategies independent of other partners so long as there is no negative impact on the other partners (critical if ownership Is less than 50%)
|
Willing to make their own decisions (not controlled by their CPA)
|
Motivated to save income taxes
|
