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Tax Planning

There are not many things in life that are unavoidable, but taxes are one of those things. We look at your overall financial situation to identify different tax planning techniques you may be able to utilize. We are interested in maximizing your family's wealth, which can mean minimizing taxes. In addition to making sure your portfolio is invested in the most tax advantageous manner we will make sure you are taking advantage of programs afforded by the tax code, maximizing wealth during your lifetime and as it transfers to your heirs. To ensure the plan is completed and implemented properly, we will work closely with your accountant and estate planning attorney

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