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    • Home
    • Our Services
      • Rapid Tax Reduction Plan
      • Wealth Momentum Strategy™
      • Charitable Gift Financing
      • Retaining Top Talent
      • CPA Strategic Alliance
      • High-Net-Worth Life Ins.
      • Business Services
    • Schedule Your Call
  • Home
  • Our Services
    • Rapid Tax Reduction Plan
    • Wealth Momentum Strategy™
    • Charitable Gift Financing
    • Retaining Top Talent
    • CPA Strategic Alliance
    • High-Net-Worth Life Ins.
    • Business Services
  • Schedule Your Call

Rapid Tax Savings Plan

Additional Information

It was a pleasure to introduce this amazing tax savings opportunity to your organization. On this page, you will find additional information that was mentioned in our call. 

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Legal Memo by Greenberg Traurig

A Legal Memo for Client Review

Greenberg Traurig is a top US legal firm that researched and reviewed our tax savings program. This memo outlines the legality and legitimacy of this opportunity.

Download PDF

Tax Attorney Legal Opinion Letter

A Resource for CPAs & Legal Team Review

This legal opinion letter details all the tax codes that apply to this tax savings program and explains how it meets the requirements of the tax laws. Providing this letter to your CPA or legal team will streamline their research process.

Download PDF

TriAgency Memo

TriAgency Memo (pdf)

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An Immediate Tax Savings Advantage!

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Have more questions? Schedule another call with us!

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Meridian, Idaho, USA

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