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Pro Forma Estate Planning Fact Finder SingleSTRICTLY PRIVATE AND CONFIDENTIAL Single Person means Single, never married (or) Single, partner deceased (or) Single, separated/divorcedName: Date: CONTENTS
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What is pro forma b?
Pro forma b is a financial statement that presents the financial results as if a transaction had occurred at an earlier date.
Who is required to file pro forma b?
Companies or individuals involved in mergers, acquisitions, or other significant transactions may be required to file pro forma b.
How to fill out pro forma b?
Pro forma b can be filled out by including financial data from the past and adjusting it to reflect the impact of the transaction.
What is the purpose of pro forma b?
The purpose of pro forma b is to show how a particular transaction would impact the financial results of the entity.
What information must be reported on pro forma b?
Pro forma b typically includes information on revenues, expenses, net income, and other key financial metrics.
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