Ideal Prospect New Plan:
High Paid Owner- Age 40+ to 75
Other Employees
None or Very Few
Low Paid & Younger Than Owner
All Family Members
Client’s Goal: Maximize Benefit & Deduction
Little Fluctuation in Profits
Typical Prospects: this list is not inclusive. Please call for specific advice.
Specialized Physicians e.g, anesthesiologist, surgeons, radiologists
University Professors with high income outside consulting practices
General Contractors
Independent Consultants
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