Tax Planning Samples

Tax Planning Samples - Instructions

1 - View videos below before beginning samples

2 - Download Sample 1 and download a copy of the Future Value Excel spreadsheet

3 - Create the tax return in Drake based off of the information provided

4 - Fill out the Future Value Excel spreadsheet based of the information provided

5 - Follow instruction in the sample problem and prepare required scenarios

6 - When complete, contact Wade to go over the problem and any questions

Tax Planning Sample Videos - Steps in the Process

Overview - 6 min

Step 1 - Data Collection - 5 min

Step 2 - Drake - 6 min

Step 3 - Future Value Excel - 19 min

Step 4 - Tax Planner - 13 min

Sample Assignments Overview - 8 min

Full Example - 48 min

Future Value Excel

Blank Master Template v17 with RMD.xlsx

Sample 1 - Sally Swordfish

Sally Swordfish Information Template.xlsx

Sample 2 - Tom & Toni Tuna

Tom and Toni Tuna Information Template.xlsx

Support

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