BUSINESS ESTATE COSTS & LIABILITY SURVEY
ANNUAL BUSINESS EXPENSES SUBJECT TO POSSIBLE REDUCTION EXPENSES:
|
Federal
Income Tax |
$ |
|
State
B & O Tax |
$ |
|
State
Personal Property Tax |
$ |
|
Cost
of Regulatory Compliance |
$ |
|
State
Tax Collection Liability |
$ |
|
Accounting
Fees |
$ |
|
Bookkeeping
Fees |
$ |
|
Tax
Preparation Fees |
$ |
|
Legal
Fees |
$ |
|
TOTAL
ANNUAL BUSINESS EXPENSES |
$ |
|
Annual
Business expenses x TEN(10)= Total Projected EARNINGS RETAINED OVER THE NEXT
10 YEARS |
$ |
VALUE OF ESTATE SUBJECT TO POSSIBLE LIABILITY OF LAWSUIT AND JUDGMENT
Business Market Value |
$ |
Accounts Receivable Market Value |
$ |
Business Equipment Market Value |
$ |
Business Inventory Market Value |
$ |
Automobiles Market Value |
$ |
Real Estate Market Value |
$ |
Life Insurance Market Value |
$ |
TOTAL MARKET VALUE OF ESTATE |
$ |
|
LESS
ALL MORTGAGES OR LIENS |
$ |
|
TOTAL
VALUE OF ESTATE SUBJECT TO LAWSUIT & JUDGMENT |
$ |
|
TOTAL
OF BUSINESS EXPENSE & NET VALUE OF ESTATE SUBJECT TO POSSIBLE
REDUCTION/PROTECTION |
$ |