Doctor of Dental Surgery
Dec 12, 2014OUTCOME: We were able to implement a comprehensive estate and asset protection plan that reduced the Client's exposure to estate and income tax, as well as future creditors and lawsuits.
Dentist with annual revenue approximately $2million, prior year effective tax rate: 29%. Previous wills/trusts/asset protection: none. We were able to implement a comprehensive estate and asset prot ... ection plan that reduced the Client's exposure to estate and income tax, as well as future creditors and lawsuits.
