Investment advisory services offered through U.S. Private Wealth. Insurance and annuities offered through Wall Private Wealth Inc. FL Insurance License #L082440
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The specialized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.
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