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Reducing taxes can have an enormous impact on your financial plan. Whether you are selling your business, preparing for retirement, or simply seeking to optimize your financial picture, our in-house tax professionals will offer you leadership and strategies designed to minimize your taxes over time.
We prepare returns and projections, evaluate policy changes and coordinate with your investment team to offer proactive strategies designed to minimize your tax exposure. Your entire tax picture is streamlined to help you avoid costly missteps.
Oleg Ikhelson, J.D., CPA
Director, Tax Services
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