Wealth & Estate Holding Companies Operating Entities
Agreement on file No agreement Healthy (80+) Warning (50-79) Critical (<50) Money flow

Expense Routing Guide

Expense Type Optimal Entity Tax Benefit Status
Payroll Processing Orange Zoom Inc Centralized payroll, FUTA optimization Active
Vehicle Fleet / Repairs Mamia Motor Sports Inc Section 179, mileage deductions Active
Aircraft Operations Remy Gen Ptr Depreciation, charter income offset Active
Farm Equipment / Ag 7ZFARMS Inc Ag exemption, fuel tax credits, soil conservation Active
Medical Director Fees iHealth Consultants LLC Schedule C, solo 401(k) contributions Active
Clinic Revenue iHealth Clinics Inc S-Corp salary/distribution split, SE savings Active
Medicare Revenue VMS Hospice Care LLC Separate Medicare deposits from operations Active
Real Estate / Holdings MBZ LLC Partnership pass-through, depreciation Active