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PLATINUM 'S TAX PLANNING APPROACH
OPERATING BUSINESS TAX FILTERS FAMILY BANK LEGACY ASSETS
(Tax Deductible Transfers)
1 Restructure Business Entities Tax-Free
Retirement
John and Charolotte
Meade
2 Omega Retirement Planning
Tax-Savings
3 Employer Strategic Tax
Benefit Plan
4 Enhance
Business
Value Builder System™
Value
