Tax Planner
Budget: $50 – $0 USD
Need a tax planning expert to develop a tax planning strategy. Looking for knowledge in the following areas:
Small Business:
- Evaluate and recommend changes to single member passthrough LLC for small business.
- Recommend income shifting strategies. For example, change ownership structure to transfer profit distribution to child. Ability to answer questions related to employing child family members, ways to minimize taxes on capital gain on exit, answer questions related to gifting assets (Stock, Business Ownership etc.), thoughts on setting up a separate services entity
Personal & W2 Income:
- Foreign tax credits. Recommend approaches on how to best utilize W2 foreign tax credits
- Answer questions on being able to leverage ROTH IRA's to own businesses and/or assets
Retirement Planning:
- Best approaches to leveraging foreign earned income exclusion of $112K when retiring overseas
- Approaches to minimize taxes on traditional retirement vehicles such as 401K
Small Business:
- Evaluate and recommend changes to single member passthrough LLC for small business.
- Recommend income shifting strategies. For example, change ownership structure to transfer profit distribution to child. Ability to answer questions related to employing child family members, ways to minimize taxes on capital gain on exit, answer questions related to gifting assets (Stock, Business Ownership etc.), thoughts on setting up a separate services entity
Personal & W2 Income:
- Foreign tax credits. Recommend approaches on how to best utilize W2 foreign tax credits
- Answer questions on being able to leverage ROTH IRA's to own businesses and/or assets
Retirement Planning:
- Best approaches to leveraging foreign earned income exclusion of $112K when retiring overseas
- Approaches to minimize taxes on traditional retirement vehicles such as 401K