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Strategic Tax Planning
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Senior Business Analyst
Survey: Tax Planning, Exit Plan and Valuation
Tax Planning, Exit Plan and Valuation – Section 6 of 6
Question 18: Tax Strategies
Complete annual review of tax strategies for business resulting in minimum legal tax.
Basic tax planning done to the best of the local CPA’s ability.
No tax planning done and/or excessive income taxes paid.
Question 19: Tax Plan
Estate tax plan full devised and implemented.
Basic estate tax strategies implemented.
No estate tax planning.
Question 20: Company Financing
Company is fully financed and not in need of additional financing as the full cost of anticipated growth has been established and covered.
Company has full financing for immediate needs.
Company is in need of additional working capital.
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