We typically produce an integrated cash flow summary showing cash flow after taxes, after charitable gifts, and after funding strategies that we recommend. The client's attorney and CPA should appreciate our comprehensive appendices with many pages of details about taxes and income.
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.