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Failing to have an aggressive and proactive tax strategy will erode your assets, inhibit your wealth creation, and hinder your ability to pass wealth on to future generations. We offer proactive tax planning and preparation to ensure all of your financial elements work cohesively allowing you to legally pay the minimum amount to the IRS.
Our outsourced CFOs elevate your financial strategy by adding top-of-the-line expertise with decades of experience in business and finance. Each situation is different, so we offer a fully customized service package to meet your specific needs. Our services are ideal for growing businesses who are not yet ready for or in need of a full-time CFO
Taxes can significantly impact investment returns and the tax landscape is constantly changing. By being tax-smart, investors can minimize the impact of taxes on their investment returns and potentially increase their overall net returns.
Legacy Integrated offers advisory services through Legacy Wealth Management, LLC. Legacy Wealth Management, LLC,
is a registered investment advisor with the Securities and Exchange Commission (SEC). Registration as an investment
advisor does not constitute an endorsement of the firm by securities regulators, nor does registration indicate that
an advisor has gained a particular level of skill or ability.
Legacy Wealth Management, LLC, is a registered investment advisor with the Securities and Exchange Commission. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. This information is provided for educational purposes only. All investment strategies have the potential for profit or loss and no investment strategy can guarantee positive returns. Under no circumstances should this information be construed as an offer to sell or a solicitation of an offer to buy any particular service or product.
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