TAX ANALYSIS MEETING

Tax Strategy
Intelligence Report

A PERSONALIZED ANALYSIS OF TAX OPTIMIZATION OPPORTUNITIES

Prepared for Marcus Chen · Chen Consulting Group

SLIDE 02

The Opportunity

$74K
Modeled Tax Savings

Strategies Identified

42%

Potential Tax Reduction

SLIDE 03

Your Tax Position

Without Strategy $175,000 Current Federal Tax Liability

With Strategy $101,000 ▼ $74,000 Saved

SLIDE 04

Recommended Strategies

IRC §280A $18,000

Augusta Rule

Rent your home to your S-Corp for business meetings up to 14 days tax-free

IRC §162 $24,000

Hiring Children

Pay your children (ages 12, 15) reasonable wages for legitimate business work

IRC §401(k) $22,000

Solo 401(k)

Maximize retirement contributions as both employer and employee

IRC §199A $10,000

QBI Optimization

Structure W-2 wages to maximize 20% qualified business income deduction

SLIDE 05

Tax Bracket Optimization

10%

$2,320

12%

$9,152

22%

$18,568

24%

$22,512

32%

$29,448 — OPTIMIZED

35%

Ready to Save $74,000?

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Full refund if modeled savings under $25,000

Tax StrategyIntelligence Report