Loading...

Messages

Proposals

Stuck in your homework and missing deadline? Get urgent help in $10/Page with 24 hours deadline

Get Urgent Writing Help In Your Essays, Assignments, Homeworks, Dissertation, Thesis Or Coursework & Achieve A+ Grades.

Privacy Guaranteed - 100% Plagiarism Free Writing - Free Turnitin Report - Professional And Experienced Writers - 24/7 Online Support

Personal finance case study answers

03/12/2021 Client: muhammad11 Deadline: 2 Day

FNCE 627: Week 7 Case Study 1 (Personal Finance) APA format according to Canadian policy Below, I am including a case study for you to complete covering a portion of the material we covered this semester. Evaluate the information and prepare a written financial plan of maximum 7 pages following the table of contents as outlined below.

1.0 Assumptions and Key Considerations 2.0 Financial Analysis

2.1 Net Worth 2.2 Cash Flow 2.3 Strategies 2.4 Insurance Coverage 2.5 Retirement 2.6 Education 2.7 Major Purchase 2.8 Emergency Fund 2.9 IPP

3.0 Estate Analysis and Discussion 4.0 Selling the Business

4.1 Tax Planning for Selling the Business 5.0 Recommendations

CASE STUDY

Greg Hoffman: DOB December 31, 1976 Anna Hoffman: DOB May 12, 1973

Greg and Anna have been married for 15 years and appear to be have a stable and committed relationship. They have three children:

Nina: DOB March 5, 2012 Jake: DOB May 12, 2010 Maddy: DOB July 8, 2008

In June of 2015, Greg boot-strapped a technology-based business in the garage of their home in West Vancouver. He wanted to work with other socially conscious entrepreneurs. They have become increasingly successful and last year’s revenues were about $5 million. They expect to do better than that next year. Anna works 2 or 3 hours a week in the business and takes a salary of $100,000 annually. Greg takes $125,000. They each take dividends from the corporate account of about $30,000/ year. They have been instructed by their accountant to maximize their contributions to their RRSP’s which are now: Anna: $225,000 Greg: $300,000 They also have a joint investment account with us valued at $5,920,000 They have a corporate account (Hoffman Holdings LT) that has only cash in it: $1,500,000 CAD and $600,000 USD. Many of their clients pay in US funds and their accountant has instructed them to keep it in that currency. They purchased a lot in Hawaii valued currently at $400,000 USD and are wanting to build on it in the next three or four years. In the meantime they are strategizing ways to get a townhouse at Whistler. They are avid skiers and love the outdoors. They are very devoted to the family and getting as much time as possible with the kids while they are young. They are toying with selling the business later this year. With the growth trajectory they currently have, the calibre of the staff they currently employ and projections for future revenue, Greg has had an estimate from a CPA/BV friend of his that the business (and its intellectual property) could probably sell for between $11 and $13 million USD. But the BV also advised that if he waits for the patent for one of his side projects to come through it could be as high as $20 million USD. They have a moderate lifestyle. They have asked us to weigh in on: 1) What they should do regarding selling the business. 2) What kind of insurance they should have. 3) Education for the kids 4) Tax planning for when they sell the business. 5) How much they might need to have to never work again and maintain their current lifestyle 6) How they should invest their funds. Additionally, Greg has an uncle who is very wealthy in the US and who has told him that they will be inheriting his house and one of his businesses as well. He is 84. Note, turn in one file only for this assignment – good luck!

Homework is Completed By:

Writer Writer Name Amount Client Comments & Rating
Instant Homework Helper

ONLINE

Instant Homework Helper

$36

She helped me in last minute in a very reasonable price. She is a lifesaver, I got A+ grade in my homework, I will surely hire her again for my next assignments, Thumbs Up!

Order & Get This Solution Within 3 Hours in $25/Page

Custom Original Solution And Get A+ Grades

  • 100% Plagiarism Free
  • Proper APA/MLA/Harvard Referencing
  • Delivery in 3 Hours After Placing Order
  • Free Turnitin Report
  • Unlimited Revisions
  • Privacy Guaranteed

Order & Get This Solution Within 6 Hours in $20/Page

Custom Original Solution And Get A+ Grades

  • 100% Plagiarism Free
  • Proper APA/MLA/Harvard Referencing
  • Delivery in 6 Hours After Placing Order
  • Free Turnitin Report
  • Unlimited Revisions
  • Privacy Guaranteed

Order & Get This Solution Within 12 Hours in $15/Page

Custom Original Solution And Get A+ Grades

  • 100% Plagiarism Free
  • Proper APA/MLA/Harvard Referencing
  • Delivery in 12 Hours After Placing Order
  • Free Turnitin Report
  • Unlimited Revisions
  • Privacy Guaranteed

6 writers have sent their proposals to do this homework:

Helping Hand
Instant Assignment Writer
Quality Homework Helper
Premium Solutions
Top Class Engineers
Buy Coursework Help
Writer Writer Name Offer Chat
Helping Hand

ONLINE

Helping Hand

As per my knowledge I can assist you in writing a perfect Planning, Marketing Research, Business Pitches, Business Proposals, Business Feasibility Reports and Content within your given deadline and budget.

$20 Chat With Writer
Instant Assignment Writer

ONLINE

Instant Assignment Writer

I will provide you with the well organized and well research papers from different primary and secondary sources will write the content that will support your points.

$27 Chat With Writer
Quality Homework Helper

ONLINE

Quality Homework Helper

I will be delighted to work on your project. As an experienced writer, I can provide you top quality, well researched, concise and error-free work within your provided deadline at very reasonable prices.

$43 Chat With Writer
Premium Solutions

ONLINE

Premium Solutions

I am a PhD writer with 10 years of experience. I will be delivering high-quality, plagiarism-free work to you in the minimum amount of time. Waiting for your message.

$27 Chat With Writer
Top Class Engineers

ONLINE

Top Class Engineers

As per my knowledge I can assist you in writing a perfect Planning, Marketing Research, Business Pitches, Business Proposals, Business Feasibility Reports and Content within your given deadline and budget.

$43 Chat With Writer
Buy Coursework Help

ONLINE

Buy Coursework Help

I have worked on wide variety of research papers including; Analytical research paper, Argumentative research paper, Interpretative research, experimental research etc.

$27 Chat With Writer

Let our expert academic writers to help you in achieving a+ grades in your homework, assignment, quiz or exam.

Similar Homework Questions

Chapter 1 economic skills interpreting line graphs answers - Kanji with 6 strokes - Spearman rank order correlation spss - General language stimulation techniques - Is 3 6 12 24 an arithmetic sequence - Girl in hyacinth blue chapter 1 summary sparknotes - Shark tank season 9 episode 2 stream - 12kg in pounds and ounces - How to make a line graph on paper - Define the key biographical characteristics - Dell - Standardization of naoh with potassium hydrogen phthalate - Legend park tennis club - Organisational problem solving - Quantitative spectroscope and visible light lab - Portrait head of queen tiye - Gravity vehicle braking system - The evolution of human skin color case study answer key - Cisco metro ethernet design and implementation guide - Thin air lisa gray pdf - American genealogical biographical index - Select the passage that is an example of imagism - 40 amp mcb screwfix - Open or closed form poetry - What does the name echinoderm mean - Needs Help- Financial Accounting - Bass center stanford gsb - Watch austin and ally campers and complications - World wide trade route assignment - 23 alton avenue torrens park - Western civilizations perspectives from the past - Environmental sciences - Nucor corporation case study answers - Top 10 media ethics issues of 2018 - Luminous efficiency of a fluorescent tube is - Netflix value chain analysis 2017 - Julius caesar act 4 - Shape Up! Case Study for Murach’s HTML5 and CSS3 (4th edition) - Anatomy - What is affirmation in motivational interviewing - Aldehydes and ketones lab report discussion - Behavior of gases lab report - Write out the patient directions for the following prescriptions: - Sugar concentration in potatoes - Medicare cheat sheet skin lesions - The surf shack separation creek - Oxford islamiyat book 2 teaching guide in english - How to make 3m hcl from concentrated hcl - Veeam one limited scope - Interactive session technology smart products smart companies - Allies security services marrickville - BUSM3199 Ethics And Governance RMIT - Optimize in a sentence - Lamb leg roast woolworths - Response needed in 3 hours - Comprehensive problem 3 chapter 11 answers - Cie chemistry paper 3 - Respect prayer for children - Us history - Caregiver medical consent form - Haunted empire apple after steve jobs pdf - In a cumulative relative frequency distribution the last class - Sikhism cosmogony origin of the universe - W9PAD530 - Recording transactions in a financial transaction worksheet - Procter and gamble key success factors - Intended for brilliant answers - Carriage outwards in income statement - Gang leader for a day essay - 5 promotion mix tools for communicating customer value - Business and law - Read the case (attached pdf) and respond questions in the action form(attached word doc.) - Do indian mcdonalds serve beef - Definition of imaginary audience - M4 screw hole size - What was the first computer called - Barcode reader teach ict - Tips to beat bulimia - Pivot table and chart - Discussion(NCM) - Smart helmet using raspberry pi - Noise restrictions nsw power tools - T - Babson final exam schedule - English 102 - Clancy of the overflow poem pdf - Are hidden lines shown in a section view - Bibliography of teenage early pregnancy - Cisco business edition 6000 installation guide - Nespresso segmentation - X cam ci module - Assessment 1 Instructions: Capstone Project Summary - Turnit in report - What sets christianity apart from other religions - Exam 02.00 play with focus pretest - We the people eleventh essentials edition - Religion board game ideas - Fronius ig 15 inverter - What did the water frame do - E-6 accu chek performa