LLC Structure Planning Worksheet

LLC STRUCTURE PLANNING WORKSHEET
Investor Name: [Investor Name]
State of Residence: [State]
CPA / Tax Advisor: [CPA Name]
Attorney: ___________________
Date: ___________________
DISCLAIMER: This worksheet is for planning and organizational purposes only and does not constitute legal or tax advice. LLC structure decisions have significant legal, tax, and liability implications. Always consult a qualified real estate attorney and CPA before forming or restructuring any business entity.
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SECTION 1 — CURRENT PROPERTY INVENTORY
List all current properties and planned near-term acquisitions. Note ownership structure, property type, and risk level.
  #  | Property Address           | Type       | Current Owner    | Est. Value   | Mortgage?  | Risk Level
  ---+----------------------------+------------+------------------+--------------+------------+-----------
  1  | __________________________ | __________ | ________________ | $___________ | [ ]Y  [ ]N | [ ]H  [ ]M  [ ]L
  2  | __________________________ | __________ | ________________ | $___________ | [ ]Y  [ ]N | [ ]H  [ ]M  [ ]L
  3  | __________________________ | __________ | ________________ | $___________ | [ ]Y  [ ]N | [ ]H  [ ]M  [ ]L
  4  | __________________________ | __________ | ________________ | $___________ | [ ]Y  [ ]N | [ ]H  [ ]M  [ ]L
  5  | __________________________ | __________ | ________________ | $___________ | [ ]Y  [ ]N | [ ]H  [ ]M  [ ]L
  6  | __________________________ | __________ | ________________ | $___________ | [ ]Y  [ ]N | [ ]H  [ ]M  [ ]L

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]