Tax

General Questions

• What are the ways that you can save me money on tax?
• Is XYZ product a disregarded entity?
• Do you help with Low Income Housing Tax Credit (LIHTC) or the process to remove the income restrictions?
• What is Cost Segregation?

Tax Filing

• What do you do for tax filing?
• What’s the difference between effective and marginal tax rates?
• Do you provide audit defense?
• Can you help me if I have foreign income?

Bookkeeping

• Do you offer bookkeeping? And what all does that include?

Bonus Depreciation

• Can depreciation offset active income?
• Can bonus depreciation be utilized as a deduction in all states, or only certain states?

Private Foundation

• Why should I use a Private Foundation?
• How much can I put into the Private Foundation?
• How do I take money or assets out of the Private Foundation?
• How much can I pay myself as a director’s salary?
• How do I take a director’s salary?
• What is the minimum contribution required to start or maintain the Private Foundation?
• When and how should I fund the Foundation?
• What assets can I invest in with a Private Foundation? Are there any limitations or restrictions?
• What can I do with a Private Foundation?
• Can I use vehicles or properties in the Foundation?
• Is a sale through the Private Foundation a taxable event?
• How does the Private Foundation compare to a Defined Benefit Plan?
• Does my state allow the Private Foundation?
• Can I use a Private Foundation as an H-1B Visa?
• How much does it cost to run the Foundation?

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S-Corp

• Can you make an existing S-Corp / C-Corp anonymous?
• Can you offset active income by taking rental income through an S-Corp?

Capital Gains / Step Up Basis

• What is the Step Up Basis?
• Does the Delaware Statutory Trust have any effect on the step up basis in California?