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   Capital gains tax reduction

TYPICAL ASSETS SOLD WITH CAPITAL GAINS TAX REDUCTION STRATEGIES INCLUDE:T

Businesses

Commercial Property

Residential Property

Portfolios containing managed assets

crypto, stocks, bonds, etc.

other tax planning specialties

Eliminating/reducing estate taxes

Eliminating/reducing income tax liabilities

Cost segregation

R&D tax credits

Business entity tax planning reducing 

income taxes 15-50%

Business tax planning reducing employee

benefit costs by 42%

Business tax planning reducing insurance

premiums and retirement costs by 42%

Business tax planning increasing purchasing

power 30%

Tax advantaged retirement accounts with

contributions up to 60% of client’s AGI,

rendering tax savings simultaneously

Charitable planning

Pre-investment planning

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