특수 상황 및 별도 서비스

< 종합 서비스 목록으로

계획 중 혹은 진행 중인 다양한 life event에 관해서 재정 자문을 제공해드립니다.

     ▪ 결혼 자금 및 예비 배우자와 종합 재정검토
     ▪ 이혼 관련 자산 배분 절차 및 지원
     ▪ 배우자 사망 후 종합적 재정관리 지원 (세금보고, 자산 명의 이전 등)
     ▪ 이직시 Compensation Package 검토 서비스
     ▪ 레이오프 상황 (FSA, 의료보험, 은퇴계좌, 세금 플래닝 등)

투자부동산 혹은 렌탈 부동산을 운영하시는 분들 위해 절세 방안 및 세금보고 관련해서 자문을 제공해드립니다.

     ▪ Section 1031 정보
     ▪ Rental Depreciation and Expenses 검토
     ▪ Active vs Passive vs Material Participation 정보

높은 자산가로서 활용할 수 있는 특수 자산관리 기법들을 컨설팅 해드립니다.

     ▪ Margin Loan, Exchange Fund 등을 통한 세금연기 (Tax Deferral) 전략
     ▪ Alternative 투자 옵션 (hedge fund, private equity 등) 검토
     ▪ Family LLC, Family LP, Trust, Foundation등 다세대 옵션 검토
     ▪ Donor Advised Fund (DAF)나 QCD 등의 절세도구 활용방법

Small Business 혹은 자영업을 스타트업하는 과정에 필요한 전문 지식을 제공해드리며 필요한 경우 등록절차도 도와드립니다. (법률 자문은 제외)
참고: 비즈니스 지출항목으로 expense처리 가능

     ▪ LLC, S Corp, Partnership 등 법인형태 장단점 및 결정전략 지원
     ▪ LLC, EIN, S Corp등 등록 절차 지원

Small Business오너나 자영업자가 운영할 수 있는 은퇴플랜 옵션을 안내해드리고 필요에 따라 플랜셋업도 도와드립니다.
참고: 비즈니스 지출항목으로 expense처리 가능

     ▪ Solo 401k 옵션 및 셋업 (Roth, Megabackdoor, Loan옵션)
     ▪ SIMPLE IRA / SEP IRA
     ▪ 소규모 사업체 은퇴플랜 시작비용 Tax Credit 안내

Small Business오너나 자영업자로서 활용할 수 있는 절세전략 및 비용절감 제도를 소개해드리고 설정하는데 도와드립니다.
참고: 비즈니스 지출항목으로 expense처리 가능

     ▪ 직원복지 및 페이롤 고려사항 (W-2, 1099, FICA, FUTA, Trust Fund Taxes등)
     ▪ Section 179 및 Bonus Depreciation 제도
     ▪ 직원 의료보험 및 복지 지원 (Small business Health Care Tax Credit 등)
     ▪ 세금보고 업무는 별도 서비스 (Schedule C, 1120, 1120-S, 1065 등)

기존 서비스에 해당되지 않는 서비스가 필요할 경우 문의하시면 별도의 시간제 컨설팅 과제로 추진할 수 있습니다. (시간당 $300)

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Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements. 

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.