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Tax Planning Strategies

Nearly all financial decisions have tax implications. I strive to work towards maximizing tax advantaged strategies in line with pursuing your overall financial goals.

I am always happy to work with your CPA or other tax professionals, or refer you to professionals I work with on a regular basis. This can help to promote your tax planning needs are being addressed across all aspects of your finances, including year-end planning and estate planning.

Tax services are not offered by LPL Financial or Smith Wealth Management Group TX, LLC. Please consult your legal advisor regarding your specific situation.

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