Tax Law: Capital Budgeting Matrix for Physical Capital Template

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The Capital Budgeting Matrix for Physical Capital helps business leaders and tax advisors conceptualize and discuss the tax components of strategic options. Strategic decisions should never be made without consideration of the implications each option will have on the amount that the organization will be taxed. It is the responsibility of tax lawyers and other accounting professionals to accurately convey that impact of taxes so that business leadership can can make strategic decisions wisely. On the face of it, one option may appear to be better for the company financially, yet, because of various tax incentives, one option could actually cost thousands more in taxes. This template offers a framework to hold all the information needed for the analysis as well as details and explanation of results. This template weighs two options at a time, to ensure that all angles have been considered.

Tax Law: Capital Budgeting Matrix for Physical Capital for Priority Matrix

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Tax Law: Capital Budgeting Matrix for Physical Capital in Priority Matrix

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Proposed Tasks

Background Data

  • Net Income:
  • Tax @ 33.3%:
  • Pretax Income:
  • Other Expenses:
  • Gross Profit:
  • COGS:
  • Revenue:
  • Free Cash Flow Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Long-Term Borrowings Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Total Assets Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Net Income Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:
  • Total Net Sales and Revenues Over Last 5 Years
    Year-5: Year-4: Year-3: Year-2: Year-1:

Option A

  • Sustainability
  • Sales Projections
  • Itemize Additional Considerations for Option A:
  • Industry Specific Considerations
  • Net Income:
  • Tax @ 33.3%:
  • Pretax Income:
  • Addition Interest Expense:
  • Other Expenses:
  • Gross Profit:
  • Additional Financial Depreciation:
  • COGS:
  • Revenue:
  • Impact of Changes in the Economy

Option B

  • Sustainability
  • Industry Specific Considerations
  • Sales Projections
  • Impact of Changes in the Economy
  • Tax @ 33.3%:
  • Pretax Income:
  • Addition Interest Expense:
  • Other Expenses:
  • Gross Profit:
  • Additional Financial Depreciation:
  • Net Income:
  • Itemize Additional Considerations for Option B:
  • COGS:
  • Revenue

Results

  • Itemize Results and defend from different angles