Mike Scully provides a Baycrest Consultants case study on one of their GM's in California.
October 21, 2025
Mike Scully provides a Baycrest Consultants case study on one of their GM's in California.
Golf Execs are you still letting Uncle Sam grab nearly half your bonus? 🤔
Our quick case study of one of our California Club GMs with a $750K salary:
• Exec pays 46% tax on every dollar over $500K
• Keeps just $130K of a $250K bonus
• By deferring that $250K into a the “Endless Money Loop” corporate-owned life insurance plan, they:
1. Owe $0 in income tax on the deferral
2. Can Access up to 60% ($150K) tax-free after 90 days
3. Pocket an extra $20K take-home pay—at no extra cost to the club
4. They can build tax-free income from age 65 -85
• The club, instead of a pure bonus expense, builds a $1.25M long-term asset recoverable in 15 years (or upon the GM’s passing)
Transform punitive taxation into a win–win for you and your employer. For a free consultation, mscully@baycrestconsultants.com.
#TaxStrategy #DeferredCompensation #EndlessMoneyLoop #LifeInsurance #ClubLeadership
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