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7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools

Examine the effects of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes and wealth distribution
View attractive and easy-to-follow graphs, tables, and text reports
Maintain financial and estate information in a format that can be updated easily during quarterly or annual reviews

We summarize even the most comprehensive plan on a single flow chart. The flow chart is supported with up to 100 pages of numbers for accountants, text for attorneys, and diagrams for people who prefer graphical representations of ideas.


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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.