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Advanced Tax Partnership (12M)

$5,000 / month
2 payments

Comprehensive Tax & Wealth Planning (12 Month Access)

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

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