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The following high net-worth individuals and family can benefit from time tested tax strategies that can help protect their wealth and help them live better lives:
- Entrepreneurs/Business Owners: These individuals may have unique needs related to business taxes, including questions about corporate structure, deductions, and the tax implications of selling or transferring a business.
- Real Estate Investors: They often need advice on issues like capital gains, depreciation, opportunity zones, and other aspects of real estate tax law.
- Retirees with Significant Assets: These individuals may require help with issues such as the tax implications of distributions from retirement accounts, estate planning, and other strategies for preserving wealth.
- Professionals with High Salaries: This group includes individuals like doctors, lawyers, and high-level executives, who may need help with income tax planning, retirement savings strategies, and other aspects of personal finance.
- Inheritors of Wealth: These individuals often need help with estate tax issues, trust management, and strategies for preserving and growing inherited wealth.
- Investors in Alternative Assets: This audience, which includes individuals with significant investments in areas like cryptocurrency, private equity, or collectibles, often require specialized advice on the tax implications of these kinds of assets.
- Expatriates and Non-residents: These individuals, who may have assets or income in multiple countries, often need advice on international tax law and strategies for minimizing global tax liabilities.
- Celebrities and Professional Athletes: These high earners have unique needs due to the nature of their income, which may include royalties, endorsement deals, and other income sources with complex tax implications.
- Philanthropists: Individuals who give large amounts to charity may need advice on the most tax-efficient ways to give, including the use of vehicles like donor-advised funds or private foundations.
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