Professional Corporations Case Studies

Case 1

Male, 40 years old Professional
$182,000 commitment Wealth Transfer Tax Free: $2,445,250

Case 2

Male, 41 years old Professional
$186,00 commitment Wealth Transfer Tax Free: $2,437,879

Case 3

Male, 39 years old Professional
$250,000 commitment Wealth Transfer Tax Free: $3,462,324

Case 1

Male, 31 years old Small Business Owner
$700,000 commitment Wealth Transfer Tax Free: $12,591,390

Case 2

Male, 30 years old Professional
$500,000 commitment Wealth Transfer Tax Free: $10,706,763

Case 3

Male, 40 years old Professional
$360,000 commitment Wealth Transfer Tax Free: $4,119,950

Case 1

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 2

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043

Case 3

Male, 26 years old Small Business Owner
$600,000 commitment Wealth Transfer Tax Free: $14,604,043