Tax Planning Samples
Tax Planning Samples - Instructions
Tax Planning Samples - Instructions
1 - View videos below before beginning samples
1 - View videos below before beginning samples
2 - Download Sample 1 and download a copy of the Future Value Excel spreadsheet
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
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
4 - Fill out the Future Value Excel spreadsheet based of the information provided
5 - Follow instruction in the sample problem and prepare required scenarios
5 - Follow instruction in the sample problem and prepare required scenarios
6 - When complete, contact Wade to go over the problem and any questions
6 - When complete, contact Wade to go over the problem and any questions
Tax Planning Sample Videos - Steps in the Process
Tax Planning Sample Videos - Steps in the Process
Overview - 6 min
Overview - 6 min
Step 1 - Data Collection - 5 min
Step 1 - Data Collection - 5 min
Step 2 - Drake - 6 min
Step 2 - Drake - 6 min
Step 3 - Future Value Excel - 19 min
Step 3 - Future Value Excel - 19 min
Step 4 - Tax Planner - 13 min
Step 4 - Tax Planner - 13 min
Sample Assignments Overview - 8 min
Sample Assignments Overview - 8 min
Full Example - 48 min
Full Example - 48 min
Future Value Excel
Future Value Excel
Blank Master Template v17 with RMD.xlsxSample 1 - Sally Swordfish
Sample 1 - Sally Swordfish
Sally Swordfish Information Template.xlsxSample 2 - Tom & Toni Tuna
Sample 2 - Tom & Toni Tuna
Tom and Toni Tuna Information Template.xlsxSupport
Support
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