Tax

Assessment
Date created: February 16, 2024
Tax Year: 2024

Prepared for

Allison 2 Client2
Your Projected 2024
Tax Liability

$0.00
Areas Of Focus

Tax Optimization Wealth Creation Wealth Preservation

Tax Optimization
Tax Optimization

Total Values
Gross Sales $0.00 Tax Liability $0.00 Fed Savings $0.00
Taxable Income $0.00 Total Savings $0.00 State Savings $0.00

Tax Strategies
Plan Name Plan Amount Tax Savings Contribution Progress
Wealth Creation
Wealth Creation

Opportunities

Do you have a financial advisor? Do you personally manage any stocks on your own?

If you have a financial advisor, do you talk about taxes or alternative

Do you own any assets outside of real estate?
investments outside of the stock market?

Are you knowledgeable with stocks, bonds, mutual funds? Have you analyzed how your investments will be taxed?

Do you have a brokerage account or money in the stock market? Do you have a retirement account?
Wealth Creation

Opportunities
Have you figured out the net worth that you want to hit in your
Are you contributing into a retirement account?
lifetime?

Do you have any investments that won't be taxed such as a ROTH? Do you consider yourself well diversified?

Are you content with the amount of cash you have available to Do you have a plan to take advantage of opportunities such as a
invest? recession?
Wealth Preservation
Wealth Preservation

Opportunities

Will Missing / Review Property Management Missing / Review

Company
Trust Missing / Review
Real Estate Liabilities Missing / Review
Financial Power of Missing / Review
Attorney
HC Power of Attorney Missing / Review
Living Directives Missing / Review
Heirs Contesting Wishes Missing / Review
Guardians Missing / Review
LTC Missing / Review
Life Insurance Missing / Review
 Where we started?
2024 Estimated Tax Liability

$0.00
2024 Tax Savings

Strategy Federal Tax Savings State Tax Savings

TOTAL $0.00 $0.00

TOTAL SAVINGS 2024 $0.00

Item Value
Total Value $0.00
 Item Value
Total Value $0.00

Annual Program Investment $46,972.00

Assessment Credit $36,975.00
Annual Investment $9,997.00
 We Won’t Quit Until You Win
Guarantee

We GUARANTEE a minimum of 2X savings on your

investment or we will work for FREE for an entire year.
 Item Value
Total Value $0.00

Annual Program Investment $46,972.00

Assessment Credit $36,975.00
Annual Investment $9,997.00