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| Tax Services |
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Creative is focused on reducing the taxes of our clients wherever possible.
Our team of in-house CPAs, wealth managers, and attorneys work together to: |
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Ensure portfolios in taxable accounts are managed in a tax sensitive manner where appropriate |
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Ensure clients are aware of all legal options available to reduce or eliminate death and estate taxes |
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Work with clients to reduce income taxes |
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Provide consulting services regarding closely held private stock, concentrated publicly traded stock positions, stock option programs, and employee stock programs |
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Tax advice regarding real estate investments and transactions |
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Tax preparation |
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