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Retirement and Compliance Strategy for a Healthcare Practice Owner
Healthcare owner boosted retirement with pension.
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Overview
A healthcare practice owner managing a small team sought help with retirement planning and IRS compliance. Their business was profitable, but they weren’t contributing enough toward retirement and were unsure whether their current salary structure would hold up under scrutiny. They needed help balancing tax efficiency, long-term security, and staying compliant with IRS reasonable compensation rules.
Results
Pulse CPA proposed the implementation of a custom pension plan that dramatically increased retirement contributions while reducing taxable income. We also performed a reasonable compensation analysis, ensuring the client’s salary aligned with IRS guidelines. These strategies generated over $15,000 in annual tax savings, increased the client’s retirement funding, and lowered audit risk by making their compensation defensible and transparent.
Conclusion
This case highlights the value of combining tax strategy with compliance. Too often, small business owners overlook retirement tools or assume they’re too complex. Pulse CPA made the process straightforward and beneficial. The client now has a secure retirement strategy, improved peace of mind, and a structure that supports both growth and legal protection.
Get a Free Consultation
A free consultation with Pulse CPA gives you the chance to get clear, expert insight into your finances - without the pressure or commitment. It’s your first step toward personalized, strategic accounting support that helps you run your business with more confidence and less stress.
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