Advanced Tax Planning

Strategies for High Net Worth Individuals

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Pension Plans (Large Tax Deductions and Savings above and beyond 401K)

Roth Conversion Alternative (Produces Much Higher Return than a Roth IRA)

Premium Financing (Lender Funded Life Insurance uses Leveraged Index Arbitrage to produce Maximum Tax Free Return)

Capital Gain Reduction

Estate Tax Planning

Executive Compensation Planning

Charitable Planning

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