Tax and Exit Planning

TAX AND EXIT PLANNING

Take :30 seconds to see if your planning is working for you or Uncle Sam.

	Yes	No	Not Sure
Have you determined your financial goals?
Are you proactively planning to deal with changes in the tax laws?
Do you have a financial advisor(s) working with you?
Will any sources of your retirement income be received tax free?
Do you have a formal Exit or Succession plan and is it documented?
Do you conduct a review of your previous year's taxes?

YOUR RISK PROFILE >>
RISK SCALE:     0-5 LOW         6-12 MODERATE 13-20 DANGEROUS 21+ SEVERE

LOW You're in pretty good shape. Congratulations!
MODERATE Borderline issues. You need to pay more attention to some key topics.
DANGEROUS  You have ignored important aspects of tax planning.
SEVERE  These issues need your immediate attention.

Submit your score to request a free review of your documents and tax planning.
Company Name >>*
Full Name >>*

First NameLast Name
Primary Email >>*
Example@company.com
Phone Number >>

Area CodePhone Number
Should be Empty: