Your In-Depth Tax Analysis

Please fill out this form to the best of your ability.
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What are you selling? (Check all that apply) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Required Real Estate Sale Questions

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(RE) Do You Know Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Is seller's personal residence being sold? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Other Real Estate Sale Questions

Please answer to the best of your ability.
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A.) Most recent tax return, B.) Any tax projections for proposed sale(s) & Purchase agreements, and C.) Depreciation Schedule(s)
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Required Business Sale Questions

In order to create a proper illustration, these questions need to be answered.
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(B) Do You Know Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Other Business Sale Questions

Please answer to the best of your ability.
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A.) Most recent tax return, B.) Any tax projections for proposed sale(s) & Purchase agreements, and C.) Asset Allocation Form 8594
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{# pageNumbers}

Required "Other" Sale Questions

In order to create a proper illustration, these questions need to be answered.
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(O) Do You Know Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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{# pageNumbers}

More "Other" Sale Questions

Please answer to the best of your ability.
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(O) Is seller's personal residence being sold? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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A.) Most recent tax return, B.) Any tax projections for proposed sale(s) & Purchase agreements, and C.) Depreciation Schedule(s)
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Your In-Depth Tax Analysis

Your In-Depth Tax Analysis

Please fill out this form to the best of your ability.
Contact Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Email {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Best Contact Number {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Relation to Owner {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Who Referred You? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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What are you selling? (Check all that apply) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Required Real Estate Sale Questions

(RE) Ownership type (C-Corp, S-Corp, Partnership, Trust, Individual) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Sales Price {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Selling Costs, Fees of Sale (Broker Fee, escrow, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Do You Know Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) What Is Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Original Purchase Price {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Cost of Capital Improvements {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Depreciation Taken to Date on Real Estate being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Amount of Mortgages/Debt balance to be paid off {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Amount of Capital Loss Carry-forwards & NOLs {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) State (location where the property is being sold) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Is seller's personal residence being sold? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Other Real Estate Sale Questions

(RE) Owner Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Property & Assets Location Address/Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Stock or Asset Sale {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Type of property to be sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Original Purchase Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Depreciation Taken to Date on Equipment being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Any Non-Depreciable Basis (i.e. Land Price) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Personal Marginal Federal Income Tax Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Any Local Tax Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Client's percentage ownership {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(RE) Other owners' percentage of ownership, if any {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Proposed Closing Date (if applicable) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(RE) Filing Status (Single, Married filing jointly, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Additional Notes (anything important to know about the seller/sale, next investments, goals, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Attachments {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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Required Business Sale Questions

(B) Ownership type (C-Corp, S-Corp, Partnership, Trust, Individual) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(B) How long was it owned this way? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(B) Sales Price {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Selling Costs, Fees of Sale (Broker Fee, escrow, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Do You Know Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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What Is Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
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(B) Original Purchase Price {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Total Costs of Capital Improvements {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Stock or Asset Sale {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Depreciation Taken to Date on Real Estate being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Amount of Mortgages/Debt Balance to be paid off {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Amount of Capital Loss Carry-forwards & NOLs {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) State (location of the business) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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Other Business Sale Questions

(B) Owner Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Business Address/Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Type of Business to be sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Original Purchase Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
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(B) Value of Intellectual Property, Trade Secrets, Copyrights, Designs, etc. {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Depreciation Taken to Date on Equipment being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Any Non-Depreciable Basis (i.e. Land Price) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Personal Marginal Federal Income Tax Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Any Local Tax Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Client’s percentage of ownership {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Other owners’ percentage of ownership, if any {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Filing Status (Single, Married Filing Jointly, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Estimated Closing Date {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(B) Expected Terms of Sale {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Additional Notes (anything important to know about the seller/sale, next investments, goals, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Attachments {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
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Required "Other" Sale Questions

(O) What are you selling? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Type of sale (stock, asset, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Ownership type (C or S-Corp, Partnership, Trust, Individual) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) How long was it owned this way? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Sales Price {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Selling Costs, Fees of Sale (Broker Fee, escrow, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Do You Know Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) What Is Your Total Cost Basis? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Original Purchase Price {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Total Costs of Capital Improvements {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Stock or Asset Sale {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Depreciation Taken to Date on Asset being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Amount of Mortgages/Debt Balance to be paid off {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Amount of Capital Loss Carry-forwards & NOLs {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) State (location of the asset) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
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More "Other" Sale Questions

(O) Owner Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Asset Address/Name {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Original Purchase Year {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Value of Intellectual Property, Trade Secrets, Copyrights, Designs, etc. {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Depreciation Taken to Date on any Real Estate being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Depreciation Taken to Date on Equipment being sold {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Any Non-Depreciable Basis (i.e. Land Price) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Personal Marginal Federal Income Tax Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Any Local Tax Rate {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Client’s percentage of ownership {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Other owners’ percentage of ownership, if any {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Filing Status (Single, Married Filing Jointly, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Estimated Closing Date {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Expected Terms of Sale {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
(O) Is seller's personal residence being sold? {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{binding displayValue}
{ binding firstError.message }
Additional Notes (anything important to know about the seller/sale, next investments, goals, etc.) {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{ binding firstError.message }
Attachments {{ Cognito.resources["required-asterisk"] }} , { binding firstError.message }
{{ Cognito.resources['fileupload-dropzone-message'] }}
{binding Name, mode=oneTime}
{binding Description}
{ binding firstError.message }
{ binding firstError.message }