Purpose

Outline templates for presenting tax planning recommendations to clients in a professional, easy-to-follow format.

Standard Tax Planning Proposal Structure

1. Executive Summary

• Current situation overview
• Key opportunities identified
• Estimated tax savings

2. Current Tax Profile

• Entity structure
• Current effective tax rate
• Prior year tax paid
• Estimated current year tax

3. Recommendations

For each recommendation:

• Strategy: What we recommend
• How it works: Plain-language explanation
• Estimated savings: Dollar amount or range
• Action required: What client needs to do and by when
• Considerations / risks: Any downside or caveats

4. Implementation Timeline