Family Office Services
 
 

Tax-Efficient Business Investing Example

Mrs. Smith evaluated the preferred LLC vis-à-vis other common estate planning tools. The Preferred LLC, using Section 704 special allocations, paid tax-free income to members in high tax brackets while flowing tax-deductions through to members needing write-offs. The clients received $6,000,000 of additional benefits with planning costs equal to less than 1% of this.