Tax efficient financial planning

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Reference no: EM13738953

The purpose of the Discussion Board is to allow students to learn through sharing ideas and experiences as they relate to course content and the DB question. Because it is not possible to engage in two-way dialogue after a conversation has ended, no posts to the DB will be accepted after the end of each unit.

Your managing director asks if you can participate in a seminar that the firm is doing on Tax Efficient Financial Planning. He would like you to send him the various methods clients often use to reduce taxes.

Prepare a memo to the MD that explains the following:

Minimize income tax

Minimize capital gains tax

Minimize estate tax.

Reference no: EM13738953

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