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Benefit from the national reputation and depth of experience of advisers who specialize in preparing strategic plans
Because we plan large numbers of cases for high net worth clients, we attract the attention of leading wealth transfer experts. We can show you the costs and benefits of including these experts on planning teams.
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.