Benefits 10-14
  1. Fully-integrated. Shows annual bottom line cash flow and tax impact to the client
  2. Illustrates annual cash flow and net worth summaries while considering impact of six types of taxes: income, capital gains, estate, gift, AMT, and property taxes.
  3. Integrates with tax preparation software
  4. Allows “what if” calculations to study changes in rates of return, tax rates, cash flow needs, or other assumptions in order to study the impact on annual income or wealth transfers.
  5. Minimizes taxes on schedules B, D, and E of the IRS Form 1040 using a Tax-Efficient Asset Management Solution (“TEAM SolutionTM”). After calculating proper investment income for each tool in the proposed plan, creates integrated lifetime cash flows and then illustrates amounts available for heirs under different return and risk assumptions.
695 Town Center
Suite 700, Costa Mesa, CA 92626
Phone: (800) 447-7090; Fax: (866) 447-7090