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Advanced Tax Partnership(12M)

$10,000

Comprehensive Tax & Wealth Planning (12 Month Access)

Twelve months of advanced tax strategy support for high-income earners with complex income, business, and investment structures. Includes multi-year tax and wealth planning, advanced entity optimization, eight (8) private 1-on-1 strategy sessions, and ongoing implementation support designed to improve long-term tax efficiency and support legacy goals.

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