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Category: Tax Strategy

Tax Strategies for High-Net-Worth Individuals

Strategies for Wealth Management and Tax Optimization High-net-worth individuals (HNWIs) may encounter complex tax situations due to their substantial wealth. As governments continue to evolve tax laws and regulations, HNWIS must explore advanced tax strategies that can optimize their financial positions while remaining compliant with the law. In this article, we will discuss several advanced tax strategies that high-net-worth individuals may consider to potentially manage their tax liability and safeguard their wealth.

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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland.  DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.

Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC.  Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.

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