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Who Planning Is For
PLANNING
Clients completing IRS resolution
Clergy with complex income
High-income individuals
Small business owners


What Planning May Include
INCLUDES
Income and withholding strategy
Retirement contribution planning
Entity and compensation review
Timing and cash-flow planning
Planning services are selective and tailored.

Planning Methodology
METHODOLOGY
Planning services are delivered using structured methodologies informed by advanced training through the TaxPlanIQ Certified Concierge Advisor program.

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