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PREMIER TAX PLANNING

If you’re frustrated with your current tax situation, we can help you
significantly reduce your tax liability. We introduce conservative yet esoteric
planning strategies to HNW clients and their advisors / affiliates (CPA’s,
Family Offices, RIA’s, FA’s)
 * Conservative – Firmly embedded in the language of the law (treaties,
   statutes, regulations and case law). No “listed transactions” or
   “transactions of interest” are employed.

 * Esoteric – Sophisticated, lesser-known techniques created by the top
   specialty attorney groups in the country.

We aggregate, synthesize and manage a network of the very best creators and
providers of different strategies/services that bring unique value to our
clients.
 * On average we permanently reduce our clients’ taxes by 25% – 65%+
 * Tested and proven for hundreds of clients around the country
 * We are 100% IRS-compliant


LEGALLY MINIMIZE YOUR TAXES ON:

 * Income

 * We assist with all types of income.

 * Capital Gains
 * Business Sales
 * Highly-Appreciated Asset Sales
 * Windfall Events
 * Retirement Plan Assets
 * Family Wealth Transfers
 * And more…


EXPERTISE IN MANY FIELDS

We have worked with business owners across many industries including:
 * Construction
 * Manufacturing
 * Distribution
 * Consumer goods
 * Financial Advisors
 * Physicians
 * Service Providers
 * Transportation

 * Real Estate
 * Franchise Companies
 * Investments firms
 * Legal firms
 * Medical devices
 * Software Developers
 * Oil & Gas


PREMIER SERVICE

Every client has direct access to our President’s cell phone for every-day
accessibility and an unequaled level of responsiveness and accountability to
match our unequaled value proposition.


SCHEDULE A CONSULTATION TODAY TO LEARN MORE

BOOK A CONSULTATION
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Tax Reduction Concierge | A Division of JRL Premier Wealth Planning 2500 Regency
Parkway Cary, NC 27518 501 W Broadway, Suite 800 San Diego, CA 92101
Copyright © 2024 All Rights Reserved. Tax Reduction Concierge is a wholly owned
subsidiary of JRL Premier Wealth Planning Limited. There are fees associated
with implementation of potential solutions. Fees vary by the size and scope of
implementation.