We summarize the results of all of our plans with a bar chart like the one pictured below. We provide clear numbers that document how we lower taxes, increase transfers to heirs, enhance charitable giving potential, or achieve other goals that the client considers important.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.
