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6 High-Impact Advanced Tax Strategies for HNW Business Owners
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Unlock the powerful planning tools the top 1% are using to save millions—and apply them to your clients.
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Download today to Get the 6 High-Impact Advanced Tax Strategies for HNW Business Owners
Inside, You’ll Discover:
✓ How a Family Limited Partnership (FLP) can reduce estate and gift taxes by 30–60% while keeping control in the family
✓ When Charitable Remainder Trusts (CRTs) make more sense than donor-advised funds
✓ How business owners are using Defined Benefit Plans to contribute $200K+ annually—tax-deductible
✓ The risk-management loophole behind Captive Insurance Companies (and how it saves business owners big)
✓ How to leverage Qualified Charitable Distributions (QCDs) to reduce taxable income after age 70½
✓ A smart twist on real estate donations (The Fee Simple Strategy) that eliminates capital gains and slashes estate taxes