We start with a simple questionnaire to get the creative juices flowing… 

• What is your business income after expenses for this year? How about next year?
• What is your expected salary or wage that will be paid to you and other shareholders?
• What will be your Roth IRA contribution? Traditional IRA?
• Will you or do you have a 401k? If so, what will be your contribution? Will there be a company or profit sharing contribution?
• How much cash can you separate with for retirement planning? $20k? $50k? $100k?
• Are you paying for health insurance premiums out of pocket? HSA?
• Does your spouse have income? If so, what is the source and how much?
• Any other income such as interest, dividends, capital gains, rental income, pension income, rental property sale, etc.?
• What is your state of residency?
• Are you or will you qualify as an Expatriate, Foreign Earned Income Exclusion?
• What is your current business entity? LLC? Partnership? S Corp election?