The Center for Financial, Legal & Tax Planning, Inc.

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Outline for the Tax Minimization Analysis Report

 

1.               Cover sheet with company name, address and date prepared.

 

2.               Opening letter to clients and other readers explaining what the report contains.

 

3.               Analyst’s qualifications

 

4.               Company Data (including but not limited to the following)

a.   Business description

b.    Ownership and history

c.    Location

d.    Competition

e.   Marketing

f.      Facilities and equipment

 

5.               Sales Data  

a.   Gross Sales and sellers discretionary cash (SDC)

b.    Selling price and terms of the deal

c.    Assets included in the sale

 

6.               Tax effects of the transaction

a.   Method #1 – stated transaction

b.    Method #2 – proposed transaction

c.    Method #3 – stock sale

d.    Method #4 – best scenario or special recommendation

 

7.               Statement of limiting conditions

 

8.               Summary

The Center for Financial, Legal and Tax Planning, Inc.

4501 W. De Young Street, Suite 200

Marion, IL 62959

Satellite Office:

Longboat Key, FL

(618) 997-3436

Fax: (618) 997-8370

 

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