02/03/2022
NOTABLE JANUARY ACTIVITIES:
1. Helped a 20 employee school in Texas get qualified for $220,000 in tax credits.
2. Helped a chiropractic office, also in Texas, defer taxes on $750,000 of income.
3. Set up a 401(k) Profit Sharing plan and Cash Balance plan for a 40 employee lending company in Newport Beach to allow the owners to defer $160,000 of income.