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

Drugged high on alcohol worksheet answers - Model of elements of strategic management - Writing assignment - Discovering human sexuality 4th edition baldwin pdf - Detroit power cool plus prediluted 50 50 - Strategic Management Assignment - Custom chrome hand controls - Sdd hsc past papers - The essentials of computer organization and architecture linda null solutions - Qbcc license check qld - Packet tracer show interfaces - Aqa spanish a level grade boundaries - In and out burger secret codes - Law clerk cover letter - FINAL PROJECT 1 - The work in process inventory account for dg manufacturing follows - Why cats and dogs fight - Training and Development: Unit VII Journal Employment Law: Unit VII Journal, Unit VII Scholarly Activity, Unit VIII Journal, Unit VIII Scholarly Activity - My aged care assessor portal login - In the double reduction gear train shown - Chris rose logan city council - Soap case notes social work - Zip ties and bias plies etsy - Case - What's the name of - Discuss ways nursing practice is modified based on the research findings. Provide an example from the literature on either a qualitative or quantitative study that has implications for clinical practice - 116 columbus drive hollywell - Quession - Wright and leahey 2013 - Brookside sexual health clinic aylesbury - Kanto plain japan map - Western electric company hawthorne - When was nora fok born - Danny shadow health cough - Sturt campus flinders university - ?same-day 0833173182 NORTHAM ABORTION CLINIC // PILLS,,,, - Sociology (Climate change) - Rosenberg nonviolent communication a language of life - The experience machine robert nozick - Paper - English - Week 8 Assignment: Essay – Interrelationships Reflection - Late submission penalty unimelb - 3 phase pole mounted transformer - Palaestra pompeii and herculaneum - Historical disciplines converge to create biological psychology - Lección 2 estructura 2.4 answers - Community Nurse Week 2 DQ # 1 - Why are ferns able to grow larger than mosses - Research_paper - What is the meaning of agriculture - Shrek the musical characters - Rethinking marketing the entrepreneurial imperative pdf - Gymea trade union club - Palindrome program in assembly language - Need by 8:30pm on Saturday 10/17/20 Leadership Mastery Journal - Can i disable adobe collaboration synchronizer - Usyd chemistry first year - Saint jonathan patron saint of friendship - Assignment ethics in accounting linbarger company - American electrical wiring colours - Philosophy and the Ethical Response - Prepare a diagram 0 dfd for the new system - How long has gerber been around - Common sense read theory answers - 0olo - Harley davidson case analysis - Module 02 Quiz - Psychology ethical decision making model - Prevention of bullying in schools colleges and universities - Krispy kreme weaknesses - Calcium hydroxide solubility curve - Leadership in the queen movie - Homework - Research Report and PPT Slides - DUE 9/21/2020 by 11:30 PM (EST) APA Format at least 1,800 words (excluding title, abstract and reference pages) - Real angel caught on camera in makkah - Report for experiment 15 forming and naming ionic compounds answers - Acsm curl up test - Braking distance formula in meters - Chargaff's rule states that the dna of any species - Hardy weinberg practice worksheet - D2w1 - American Revolution - Mayo doused batter fried grackle bugs with honey walnuts - Jared vennett net worth - Society and culture pip syllabus - 5 PAGE ESSAY ACCOUNTING AND TAX LAWS - Breath holding spells rch - Microbiology case study paper - T test two sample assuming unequal variances excel - To the heart tick tock you don't stop lyrics - Global leadership foundation ei test - The little eagle handbook with exercises - EXECUTIVE BRIEF REPORT - New automated rotterdam container terminal shows how far us lags - Hp eprint file types - Asymptote of tan graph formula - How to calculate pmi in excel - Project scope management definition pmbok