ROADMAP OF STREAMLINE INVESTMENT PROCESS
HOW IT WORKS
We begin with a comprehensive financial assessment of our client’s needs.
We then create a detailed financial model which outlines the income and profit participation an investor may earn as well as a comprehensive overview of the tax savings available to the owner based on the Internal Revenue Code, including depreciation deductions and tax credits.
As expressly stated in the Code, the assets provide highly favorable and immediate tax benefits as dictated by the IRS via:
A. Accelerated (bonus) depreciation schedules which
significantly reduce taxable income, and/or
B. Federal tax credits which directly reduce tax
liability on a dollar-for-dollar basis.
Streamline DEVELOPS & manages three types of Tax Incentivized Assets (TIAs).
Click below to learn more.
100% Expense Deduction of Production Budget Y1 via Section 181 or 168k2
Each client has a unique financial situation, which requires a customized strategy.
Streamline reviews the current and 3 prior years of tax returns with our clients and their CPA to understand all potential tax & economic benefits of acquiring a TIA -- paying close attention to the following:
- Adjusted Gross Income
- Federal Tax Rate
- Total Taxes Paid to IRS (Federal)
Streamline is best suited to work with individuals and companies with the below criteria:
- Pay over $400k in taxes to the IRS in a given year
- 30%+ Federal Tax Bracket
- High Income Employees (W-2 employees with little to no write-offs)
- High Income Earning Entrepreneurs (1099)
- Post Sale of Company or other Large Asset (Plane, Yacht, Art or Home)
- Family Offices, Corporations, Trusts, LLCs, Partnerships, or Individuals
- Active & Passive Income
Streamline's proprietary financial model shows investors the specific tax benefits and savings they will receive as well as the economic benefit created after the acquisition.
Before finalizing an acquisition, Streamline requires that the client's CPA and attorney are onboard and understand the tax and economic benefits associated with the acquisition.
Once taxes are filed, client is entitled to receive the economic and tax benefits in year one, including tax credits and/or accelerated depreciation, which can potentially warrant a refund or rebate from the IRS.
Depending on the allocation and type of asset class, a taxpayer may be entitled to a refund or rebate from the Federal Government and/or their State. Most clients receive their check or rebate 4-6 weeks after filing taxes.