advanced tax planning

ADVANCED TAX PLANNING

High net worth families can use our expert help:

  • Savvy planning to minimize taxes: estate, income, capital gains
  • Planned gifting & charitable trusts
  • Asset protection strategies
  • Private Retirement Plans (PRPs)
  • Don’t get hurt by IRS and California govt
  • Much more!

Perfectly legal secrets that very wealthy people have used to cut their taxes can be used to build “tax structures” for you.

Contact us today:

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Corporate Office in Auburn 
416 Auburn Folsom Road

Auburn, CA 95603
Offices across California!