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Business and Advanced Solutions

Our Business and Advanced Solutions team is comprised of experienced attorneys, certified public accountants (CPAs), and senior consultants with case design expertise who can provide you with:

  • Case consultation
  • Advanced custom case design for affluent estate clients and business owner and executive clients
  • Marketing and sales support, including custom proposal packages
  • Legislative updates
  • Tax and accounting expertise

View details about our team and services.

Call the business solutions hotline at 833-803-8345.


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