The Pitch · 10 slides

Walk the deck.

From the four options every business owner has, through the math, to the IRS test your captive will pass. Click any slide to drop in — or walk them in order.

Slide 01 · 12 4 Options Your business made money. Four ways to deploy it. Three of them cost you. One of them pays you. Open → Slide 03 · 12 Unexpected Expenses 45 policies sophisticated businesses underwrite before they get burned. The case for being your own insurer. Open → Slide 04 · 12 What Is a Micro-Captive? Section 831(b) of the tax code. Up to 15% of revenue. Up to $2.9M per year, pre-tax. Open → Slide 05 · 12 401(k) Comparison A 401(k) caps at $69K and lives at Wall Street. A Micro-Captive caps at $2.9M and lives at you. Open → Slide 06 · 12 Tax Arbitrage Ordinary income in (~37%). Long-term capital gains out (~20%). Pick your state, watch the spread. Open → Slide 07 · 12 Leverage $1 of contribution buys $2 of coverage. The math the IRS wrote into the code. Open → Slide 08 · 12 The Flow Where ordinary income goes in. Where long-term wealth comes out. Move the slider. Open → Slide 09 · 12 Is It Right? Six markers of a strong fit. Six markers of a wrong fit. Self-qualify in 30 seconds. Open → Slide 10 · 12 How It Works Five steps from setup to wealth. With the running numbers per step. Open → Slide 11 · 12 Compliance The IRS 4-part test. Why your captive passes — and what we handle so you don’t have to. Open →

← Cover Back to the cover Slide 12 · 12 → Talk to Jason

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30 minutes. Your contribution, your tax position, your state. Nothing generic.

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