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1. Intro

Our proprietary planning resources help clients reduce taxes, achieve business succession objectives, increase transfers to children, enhance charitable giving goals, and accomplish other personal, business, and financial goals. As a result of our working relationships with top advisors around the country, we are a conduit of practical and creative ideas for our network of advisors partners.


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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.