The booklet, Determine Your Net Worth, written by Leonard A. Paolillo, CPA and Jonathan F. Paolillo, has been designed to be completed by the professional or by the individual client, as instructions are provided within each section.First issued in 1977, this edition has been updated to the current period – including new cover designs.And, as an added feature, enclosed as a removable center-fold is an Investment Property Analysis Worksheet.
As you know, in order to be an effective counselor on financial and estate matters, it is imperative that you have a complete financial perspective of your client.It is improbable, if not impossible, that you can prepare an effective will, trust or financial/estate plan unless all pertinent information is at hand.This booklet summarizes the data on one sheet!
Originally designed to assist bank loan officers in the evaluation of customers’ loan applications, the concept was then successfully applied to the professions because of the need for accurate and total information.
In 2008/2009 credit requirements have become very stringent.Applications for loans and mortgages are reviewed carefully by lending officers focusing on the applicants’ entire financial condition, including the source and continuation of funds to service the loan.
The booklet can also be used in a company’s internal/external programs to enhance employee and public relations.The booklet has practical value as it encourages individuals at all income levels to assess the present value of their possessions, the need for additional insurance, the need for a periodic budget, and the need for financial, legal and other professional assistance.
Title:
Determine Your Net Worth
Authors:
Len and Jonathan Paolillo
Format:
Book
Pages:
20
Dimensions:
8 1/2 x 11
ISBN:
9780979272103
UPC:
892716001002
Investment Property Analysis - Worksheet
Real Estate Investment Property Analysis Worksheet - 4 Page Essential Analysis Tool. Provides a great way to quickly determine the profitability potential of a Real Estate Investment Property. Always seek Legal and Tax Advice before Investing.
Pages 1 and 2 include Income & Expense data and are not present in the PDF below. Pages 3 and 4 may be Viewed by clicking the PDF below.
Available in several Formats for purchase at www.MilkcaseGang.com/Shop Downloadable PDF, Excel 1997-2003 or Excel 2007
Payment Options
Shipping and Handling:
Shipping and Handling will be determined once we receive your zip code. We will calculate the most cost effective shipping method using either USPS, UPS or FedEx, unless you specify a preference. This will help minimize Shipping and Handling rates for your total purchase.
Checks or Money Orders: Please email us at Info@PFPGroupUSA.com or complete the order form below. You will receive an e-mail, with an invoice from PayPal. The PFP Group invoice will be sent from Milkcase Gang Productions, LLC. Simply print and mail the invoice, along with a Check or Money Order made payable to Milkcase Gang Productions, LLC. P.O. Box 384 Natick, MA 01760
Credit Cards or PayPal: Please email us at Info@PFPGroupUSA.com or complete the order form below. You will receive an e-mail, with an invoice from PayPal, a secured link, in which you may process your payment. The PFP Group invoice will be sent from Milkcase Gang Productions, LLC. Online-Single Copy: To Purchase a PDF or Excel Version of the Investment Property Analysis Worksheet please go to www.MilkcaseGang.com/Shop and select Financial Publications. (Credit Cards and PayPal Accepted)
Prices - Digital Copies
Investment Property Analysis Downloads
PDF
$1.39
Subject to MA Sales Tax
Excel (1997-2007)
$2.79
Subject to MA Sales Tax
Excel (2007)
$2.79
Subject to MA Sales Tax
Prices - Hard Copies
Determine Your Net Worth
Professional and Courtesy Discounts Included in Schedules
Personal and Promotional Use
Retail Stores and Other Resellers
Subject to MA Sales Tax*
Provide MA (Sales Tax) Resale Certificate*
Price
S/H
Price
S/H
Single Copy
$7.55
**
1- 25 Copies
$4.95
**
10 or more Copies
$6.95
**
26 - 50 Copies
$4.80
**
25 or more Copies
$6.45
**
51 - 75 Copies
$4.65
**
50 or more Copies
$5.95
**
76 - 100 Copies
$4.50
**
100 or more Copies
$5.45
**
101 or more Copies
$4.25
**
Investment Property Analysis Worksheet
Professional and Courtesy Discounts Included in Schedules
Personal and Promotional Use
Retail Stores and other Resellers
Subject to MA Sales Tax*
Provide MA (Sales Tax) Resale Certificate*
Price
S/H
Price
S/H
Single 25 Pack (25)
$17.50
**
Single 25 Pack (25)
$17.50
**
Four 25 Packs (100)
$60.00
**
Four 25 Packs (100)
$60.00
**
* Note: All Massachusetts Businesses and Non-Profit Organizations please attach Resale Certificate or provide documentation to be exempt from paying the 6.25% sales tax (Effective August 1, 2009)
**Shipping and Handling will be determined once we receive your zip code. We will calculate the most cost effective shipping method using either USPS, UPS or FedEx, unless you specify a preference. This will help minimize Shipping and Handling rates for your total purchase.
Downloadable Price Guide
DOWNLOADABLE PRICE GUIDE GOES HERE
Online Order Form
Copyright 2009 The Paolillo Financial Planning Group: A Division of Milkcase Gang Productions, LLC All Rights Reserved
