(P) 937.435.9080

(F) 937-435-8360

  

 

 

1450 East
David Rd.
Kettering, OH
45429

 

 

   Complete the Business Profile Form below.  After completing the form, click on the Submit button. 

The team at Kincaid & Forsthoefel CPAs, Inc. will review your information and contact you at the earliest convenience.
 

Please provide the following contact information:

Name
Company
Title
Phone
Email
Fax

Please tell us about...

Retirement Outlook

The business currently provides adequate retirement income for the owners. Yes No
I am currently saving enough to meet my retirement needs. Yes No
I believe my employees should be encouraged to save for retirement. Yes No
I have installed a retirement income benefit program for my employees. Yes No
Our pension plan provides an adequate income for retiring employees. Yes No
Our company benefit plan has supplemental benefits for key employees. Yes No
I maximize my tax deferral contributions each year. Yes No
I have accurately projected my retirement income needs and sources. Yes No
I have a clear understanding of the impact of inflation on my future retirement income. Yes No
I have built adequate retirement assets outside of my business. Yes No
I understand the terms -tax deferral, tax deduction, and compounded growth. Yes No
I believe my business is my best investment. Yes No
I maximize my business deductions to minimize my taxes. Yes No

Financial Outlook

I am satisfied with the profitability of my business. Yes No
I know the current market value of my business. Yes No
My business is in proper condition for sale. Yes No
The business provides adequate compensation for the owners. Yes No
I could easily find people who would want to buy my business. Yes No
The competitive position of my business is positive in the current marketplace. Yes No
In the event of an extended disability, the business could run effectively without me. Yes No
I have family members who will remain active in the business in the event of my death. Yes No
In the event of my partner's death, I am prepared to continue in business with his/her relatives. Yes No
Our company benefit plan is easy to administer. Yes No
I am happy with the claims service I receive on my company benefit plan. Yes No
I am concerned about the overall cost of the employee benefit plan. Yes No
I know the company benefit plan is competitive from a cost standpoint. Yes No
I am satisfied with my present rate of personal savings and investment accumulation. Yes No

Estate Outlook

I am well informed about estate planning. Yes No
The full market value of my business will be transferred to my heirs in the event of my death. Yes No
I have a current, valid will or trust, which is consistent with my business plans. Yes No
I have a current shareholders' agreement in place that fully covers death, disability and retirement.. Yes No
I have a specific plan for distribution of my assets which recognizes each child in and out of my business Yes No
My executor is familiar with the contents and location of my will/trust, business affairs and other important papers. Yes No
My will/trust and my life insurance program are consistent with the requirements of my business/estate plans. Yes No
All my beneficiary designations are up-to-date. Yes No
I am concerned about the taxes applied to my estate. Yes No
I would like assistance in coordinating and organizing my business/estate distribution planning. Yes No

Insurance Outlook

I understand the consequences of the disability or death of the other owners of this business. Yes No
There is adequate life insurance coverage on all owners of the business. Yes No
My spouse would receive an adequate income from the business in the event of my death. Yes No
My business loans and personal debts will be paid off in the event of my death. Yes No
If I become disabled, the fixed overhead costs are insured on a tax-favored basis. Yes No
A written strategy is in place for managing the business in the event of my death or disability. Yes No
I am familiar with the tax-favored status of company-owned insurance programs. Yes No
My personal loan payments are fully protected by disability insurance. Yes No
I have an alternate source of personal income in the event of an extended disability. Yes No
My personal guarantees are documented and insured in the event of my disability or death. Yes No
The business can easily find replacements if key employees become disabled or die. Yes No
Any business loss would be reimbursed if a key employee becomes disabled or dies. Yes No
I have adequate life and disability insurance in place on key employees. Yes No

In the next year, I plan to...

Sell property Receive an inheritance
Borrow for expansion Invest money
Pay off a loan Get married
Take in a partner Start a financial plan
Purchase/lease property Buy a home
Retire Other:

Business Issues

Preview my life insurance Review corporate benefits
Business valuation/review Review investment portfolio
Institute a buy/sell agreement Other:
Develop/review a tax deductible retirement plan
Disability income protection  

Planning Issues

Savings and accumulation Business continuation concerns
Maximize income tax deductions Long-term care planning
Build personal wealth Education planning for children
Plan for retirement Other:
Investment priority planning  
Estate tax concerns  



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Last Modified:  10/04/2005