Strongsilence-C PA
Level 10
07-26-2024
03:53 PM
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I don't have an opinion on the amount that makes it worth it.
I advise running several scenarios of nontaxable distributions vs. wages then analyzing those outcomes before making a decision. Maybe consider 2024 and 2025 if possible.
And, as someone noted earlier, there are impacts on Social Security for different wage amounts.
It's complicated right, but I think the timing principle is a big consideration: Does the client save taxes now (and take advantage of that savings with investing it prudently) in order to defer taxes much later?