Accountable Plan (home office, phone, vehicle, etc.)
Augusta Rule (IRC §280A)
Hire Children (ages 8-17)
Spouse Employment Strategy
P2 - Core Deductions
Specified Service Business? (dental, chiro, health, law, etc.)
QBI Deduction (IRC §199A) Optimization
Section 179 / Bonus Depreciation
Entity Election Optimization (Sched C → S-Corp)
Section 105 Medical Reimbursement
P3 - Retirement & Benefits
Currently has a retirement plan?
Solo 401(k) / Profit Sharing
Cash Balance Plan
HSA (High Deductible Health Plan)
Dependent Care FSA
Backdoor Roth IRA
Estimated Tax Savings
P1 Foundation
P1 Estimated Savings$0
P2 Core Deductions
P2 Estimated Savings$0
P3 Retirement & Benefits
P3 Estimated Savings$0
Estimated Tax (Before)$0
Estimated Tax (After)$0
Estimated Annual Tax Savings
$0
P1 - P3 Strategies Only
5-Year Compound Wealth Impact$0
These are estimated ranges for illustrative purposes only. Actual savings depend on individual circumstances, proper implementation, and current tax law. This is not tax advice - a formal engagement and analysis is required for specific recommendations.