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C-LEVEL EXECUTIVES 

C-Suite. On the way up or Out?

 

Let us focus on:

 

– Executing a Custom Tax Minimization Strategy: Direct indexing, private exchanges, Roth conversions, withholding updates, estimates, lower capital gains. A year-by-year strategy to reduce taxes you pay over your lifetime. 

– Maximizing Your Corporate Benefits: Deferred compensation, equity compensation, mega-back door Roth, and insurance. Get more from your benefits. Make less mistakes. 

– Independant Access to Unique Alternatives, that integrate with traditional investments that are tax-efficient, low cost, and diversified.     

 

LET’S GET RESULTS. TOGETHER.

All testimonials have been provided by real, current clients. No client was compensated, directly or indirectly, for providing these statements.  MARGIN, LLC gained each client’s permission to publish their testimonial.

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