Navigator Financial Planning, Inc. Process Revision Control Log As of 8/8/09 9:04 AM Area
CSE
Process / Form
Revision Needed (include identification of issue and comments on suggested resolution)
Change Requested By/Date
1. Estate Planning Work Program
CSE-36 program step (Projection of Transfer Taxes) needs to be revised or an additional step added to document our evaluation of any tradeoffs between income tax & transfer tax considerations
BLJ 8/8/2009 9:02 AM:
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Disposition By/Date
11. 12.
f:\nfp\practice mgmt & admin\nfp processes\process revision log.doc