After we prepare the VPL, we recommend whether the client should proceed with a Tactical, Executive Summary, or Comprehensive Plan. The VPL shows how the benefits of planning exceed the costs by a factor of at least 100 to 1.
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.