Strategic Tax Planning
Many clients have come to us in the past with the common belief that their accountant was doing everything they could to prevent them from paying too much tax when, in fact, they were paying more than they needed to. We collaborate with professional tax planners with expertise in helping affluent taxpayers, including business owners, take advantage of appropriate beneficial strategies, as permitted by IRS tax law, that may substantially reduce your taxes. Our video explains.
(888) 635-WSAG
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255
Securities are offered through
Realta Equities, Inc., Member FINRA /
SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services
are offered through
Transce3nd LLC located at 165 Elmhurst Dr. Suite B Kyle, Tx 78640. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.
The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.
Our strategic partners include third party CPA's, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients' wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.
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