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MSO Deferral Plan

How Does an MSO Deferral Plan Work?

S Corporations and C Corporations can establish an MSO (Majority Shareholder Owned) deferral plan to allow them to defer and accumulate wealth on a tax-favored basis:

MSO Deferral Chart B-1

1 Fee amounts must be determined by a third party in accordance with the rules and regulations governing MSOs.
2 S corp tax rate may be higher after accounting of state-specific tax rates.

 

Schedule a meeting with Mezrah Consulting to learn more about how majority shareholders of S Corps and C Corps can defer income.