Dan Engel (Managing Director) and Sean Gunning (Vice President of Financial Strategy)
We Start With One Question:
What Are Your Overpaying The IRS?
Our first step is a complimentary Tax Mitigation Analysis.
You'll get a direct analysis of your current structure, and a roadmap for how to:
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Cut your tax liability by five to six figures.
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Reposition retained earnings into tax-advantaged assets.
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Build passive income that creates more deductions.
You don't need another tax return.
You need a proactive approach to saving money and building wealth.
Let's start building it together.
This page is not a solicitation for investment, it is guidance for tax planning. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the JAG Legacy and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.