“It’s not how much you make, it’s how much you keep.”
Improper tax planning can have a devasting impact on your wealth. Few investors are getting in-depth tax planning advice that they need.
With recent changes in the tax code coupled with California’s high tax environment, many investors and professionals are faced with a more challenging tax landscape.
The good news is that the tax code also offers opportunities to legally reduce your taxes if you know where to look and how to use them.
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