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Tax Reduction Planning
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Tax Reduction is the number one way to build a relationship for financial planning clients
An IRA Roth Conversion Alternative plan may be a better option
Help your clients before they agree to sell any type of their highly appreciated assets.
Collaborating with our tax reduction specialist will prove to be invaluable
Scott Fedyshyn, CPA, CFP, CTC, CTP, CMA, CFM, MSA.
Our firm offers access to a network of attorneys who can help you update legal documents such as Wills, Trusts, Power of Attorney etc. and/or estate planning
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