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Tax Planning

Tax Planning

During the typical Tax Planning exercise will look at the following:

Deductions
Legal Entity Structure
Retirement
Insurance
Legal Loopholes
Tax Cuts & Jobs Act Updates
Niche Specific Strategies

Tax Planning

Strategy Session

Kick Off Call

Follow Up Call

Day 1

Within 48hrs

Day 5-7

Week 3-5

As Needed

Request
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Tax Plan Deliverable