This workbook is a hands on process. Our intent is to show you the process of producing a tax plan for your business.

Tax Planning is to make you aware of:

• Some of the many tactics allowed by tax law.
• Ways you can maneuver business activities to bring taxes down both business and personal.
• The process of developing a tax plan.

Getting started:

You will need your business’ financial statements year to date. These statements then need to be projected to the end of this calendar year.