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Rebecca

Rebecca (not an actual client, but similar to one) is a venture capitalist with a high income who works in both the United States and a foreign country.

Our Service: As we do with all clients, we look to see what tax strategies might be effective in improving Rebecca’s finances. Because she has a high income, we implemented a defined benefit plan to defer taxes on several hundred thousand dollars worth of income. After the plan is well-established for 3-5 years, it can later be rolled over into an IRA. We also recommended that Rebecca have an estate plan in each country, by working with an estate attorney.

The Impact: Rebecca benefits from tax deferral in the hundreds of thousands of dollars. In addition, she has an estate plan in place that respects the laws of each country.

(Note: This is similar to a real situation, but Rebecca is not an actual client. This description is hypothetical and for illustrative purposes only. This is not an endorsement or statement of client experience.)

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