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InKnowVision October 2012 HNW Case Study Webinar - Advanced Estate Planning

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Ben and Sara are 55 and 54 respectively. They own and operate a very profitable well drilling and maintenance business. These growing annual profits have allowed them to continue purchasing significant oil and gas rights and land that has increased their net worth by $30M in 5 years. Ben and Sara spend about $250K a year and want approximately another $750K a year for discretionary and other expenses. Their business currently generates $925K of taxable income and they have depreciation and depletion add back of over $1.5M which provides significant income tax deductions and free cash flow.

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Publicada em: Economia e finanças
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