SUZANNE POWELL BY MERIDIAN WEALTH MANAGEMENT CAPITAL STRATEG..
Updated 24 days ago
*** This case study is based on a real client experience. The case study is meant for illustrative purposes only. Any information included as part of the Case Study is not meant to guarantee certain results. Clients were not compensated directly or indirectly for use of this case study The specialized information we provide regarding tax minimization planning is not intended to 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, legislative change and unique to every specific taxpayer's particular set of facts and circumstances.