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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CONSOLIDATED PLANNING CORPORATION CRD Number: 111025OtherThanAnnual

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How to fill out consolidated planning corporation

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Collect all relevant financial information of the corporation.

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Ensure all financial statements are up to date.

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Analyze the financial information to identify trends and projections.

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Create a comprehensive plan for the corporation's financial activities for the upcoming period.

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Who needs consolidated planning corporation?

01

Corporations with multiple subsidiaries or business units that require coordinated financial planning.

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Corporations seeking to align financial goals and strategies across all entities.

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Corporations looking to improve financial performance and optimize resources through integrated planning.

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What is consolidated planning corporation?

Consolidated planning corporation is a type of business entity formed by multiple related companies that elect to file a single tax return.

Who is required to file consolidated planning corporation?

Companies that are related through at least 80% ownership and choose to file a consolidated tax return are required to file as a consolidated planning corporation.

How to fill out consolidated planning corporation?

To fill out a consolidated planning corporation, companies must complete Form 1120 for the parent company and include all subsidiary companies in the consolidated return.

What is the purpose of consolidated planning corporation?

The purpose of a consolidated planning corporation is to combine the financial results of related companies to simplify tax reporting and potentially reduce the tax liability.

What information must be reported on consolidated planning corporation?

Information such as income, deductions, credits, and assets of all consolidated companies must be reported on the consolidated planning corporation tax return.

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