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CPAs
While we provide a big-picture perspective on tax planning for our clients, we often turn to CPAs for a more detailed, day-to-day knowledge of income taxes. The CPAs in our network play a crucial role in Advanced Planning by making specific recommendations to mitigate taxes.
Services You Will Provide
We are looking for CPA partners with the following areas of expertise:
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Personal advanced tax reduction strategies
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Business advanced tax reduction strategies
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Estate planning and estate tax experience
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Track record of solving challenges for affluent clients
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Researching and compiling data to solve advanced problems for high net-worth individuals
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