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22. Executive Summary Plan

Combines several planning strategies
Addresses primary planning goals
Simpler and less expensive than a Comprehensive Plan

Some clients want to integrate a tactical plan into their existing plan. When given this opportunity, we show how our wealth planning process allows a client to optimize his or her plan by using our sophisticated CASE software to combine all tools on a single flow chart and provide up to 100 pages of supporting document to explain the flow chart. We summarize the whole plan with a bar chart showing how the new plan provides greater tax savings, larger transfers to heirs, bigger charitable gifts, or other benefits not available with the client's existing plan.

Note: The Executive Summary Plan does not have the year-by-year cash flows. The client must upgrade to the comprehensive plan if interested in the annual cash flow summaries.

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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.