Model any athlete's S-Corp, multi-state, and quarterly picture live, then hand them a branded plan under your firm's name. Run the whole roster from one place, clear cross-border deals before they are signed, and keep a sourced record of every decision — figures traced to the rule that produced them, and built to survive a CPA's review.
On $330,000 in NIL and revenue-share income reported as active-service income, this plan projects the athlete can keep an additional $35,452–$36,952 every year — by electing an S-Corporation, maxing retirement, and structuring estimated taxes around it.
The range above is the tax saved net of the S-Corp's running cost ($1,500–$3,000/yr for payroll and CPA work); the $38,452 here is the gross reduction before that cost.
A reasonable salary of about $130,000 with the rest taken as a distribution removes 15.3% self-employment tax from the distribution — via Form 2553.
Defer salary plus employer contributions to lower this year's tax while building retirement wealth — the bulk of the plan.
Visa work-authorization, tax treaties, FDAP withholding, ITIN, 1040-NR — a domestic S-Corp calculator can't touch any of it, so most advisors turn these athletes away. SidelineWealth doesn't: check whether a deal is even allowed, model the nonresident tax, hand over a branded deal-clearance memo, and monitor the immigration & visa-policy sources — not just the tax code — that can change the answer. It's the one capability that wins their whole book.
Don't take our word for it: a Big Ten school's own NIL agreement tells the athlete to hire their own immigration lawyer — the clauses, quoted.
Advisors, agencies, and firms run their whole book of athlete clients here: oversight across the roster, work assigned and reviewed, and a record of every decision — all under your own brand.
One dashboard across every active client — upcoming filing deadlines, overdue and unassigned tasks, plans running on older tax rules, and deals due for a refresh — computed live from the engine, never a stale export.
Preparer → reviewer sign-off on every client plan, with the reviewer required to be a different person than the preparer. Re-running a plan after review sends it back to be reviewed again.
An append-only, tamper-resistant trail of the work your team does — task changes, sign-offs, document generation, plan re-runs — filterable by client, person, action, or date.
Give each team member a professional role — CPA, wealth advisor, relationship manager, legal — and a configurable matrix sets what each role sees in the cockpit. A relationship manager can follow task status without the tax figures in view.
One click produces a firm-branded PDF per client — the plan summary, sign-off log, task and filing completion, and the full history — assembled live from current data.
The audit trail, the book-of-business, and your access-policy matrix each export to CSV or print to a firm-branded PDF — the record a partner or reviewer might ask to see.
Federal, state, and NCAA rules change constantly. Monitoring agents watch the primary sources; nothing reaches a plan until a human approves it.