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Tax Strategies

tax strategies

Tax impacts every aspect of your financial life. Disciplined Equities Management can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. Here are some of the areas we can assist with in our tax planning services:

  • Advanced Business Planning
  • Roth Conversion Opportunities
  • Legacy Planning
  • Estate Tax Planning
  • NQ Account Billing
  • Qualified Leveraged Strategy

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial . Tax and legal services are not offered by Disciplined Equities Management, The Private Trust Company N.A., LPL Financial or affiliated advisors.