Question: 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

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

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