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Problem 1 Noor has net income from her sole proprietorship of $121, 250 for 2017

ID: 2597805 • Letter: P

Question

Problem 1

Noor has net income from her sole proprietorship of $121, 250 for 2017. She pays for her own medical insurance coverage (for herself and her immediate family) at $850 per month and places $1,000 per month in a personal qualified retirement account.

Noor’ primary client, Nguyen Ltd., has offered her a job with a salary of $96,000. The company will provide equivalent medical coverage, cover all business expenses, and match Noor’ contributions to a § 401(k) plan up to $500 per month.

Noor values unemployment insurance and workers’ compensation insurance at 2 and 3.5% of her compensation, respectively.

Complete an analysis of Noor’s take home currently, and assuming she sees no substantial differential risks, advise her as to whether she should accept the offer.

Noors other income, itemized deductions, and exemptions are not relevant to this decision. All that is relevant for tax is the marginal tax on the difference in taxable income from one choice to the other.

As a contractor:

Net income

Minus: Retirement, medical, self-employment tax, and income tax.

As an employee:

Salary

Minus: Retirement, social security and medicare, and income tax.

Plus or minus: Effects of unemployment insurance and workers’ compensation.

Explanation / Answer

sole proprietor

121250

job

96000

medical

10200

6600

retirment benefit

12000

total

102600

total income

99050

less: unemployment insurance

240

LESS: self employment tax

6062.5

workers compensation

3360

total income

92987.5

net income

99000

less:income tax

0

less : income tax

0

total income

92987.5

total income

99000

sole proprietor

121250

job

96000

medical

10200

6600

retirment benefit

12000

total

102600

total income

99050

less: unemployment insurance

240

LESS: self employment tax

6062.5

workers compensation

3360

total income

92987.5

net income

99000

less:income tax

0

less : income tax

0

total income

92987.5

total income

99000

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