Here’s how the Kohler Payroll Matrix helps you determine the right payroll amount based on your business profit — and how it fits into the Trifecta strategy.
Your revocable living trust is the foundation of the trifecta and connects your life’s three parts:
• Operations: Your business activity, often run through an S-Corporation. This is where you take a reasonable salary (W-2) and let the remaining profit flow through to your 1040 as a K-1.
• Assets: Your investments, often owned by an LLC, such as rental properties. The trust owns the LLC, and the LLC owns the properties.
• 1040 (Trust): The central point where all income and deductions flow together.
This balanced setup reduces taxes, provides asset protection, and keeps everything organized under your trust.
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