Client
Sarah L.
DIY and Home Improvement YouTuber
Annual Income
$2.5 million
Sarah’s channel grew rapidly, but her tax situation became increasingly complex with brand deals and product lines.
Our Approach
- Established a Private 401(k) Plan™ allowing for maximum pre-tax contributions.
- Structured her product line as a separate entity with optimal profit distribution strategies.
- Implemented advanced cost segregation on her studio property.
Result
Sarah’s effective tax rate dropped from 38% to 15%, saving her over $500,000 annually. She’s reinvesting these savings into developing an exclusive line of DIY tools.