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Tax Planning

  • Are you a business owner? Or a landlord?
  • Do you wonder if there is a way to identify mistakes and missed opportunities that are costing you a fortune?
  • Or if there are ways to shift income to legally create tens or even hundreds of thousands of dollars in tax savings?

David Block, EA, CTC™, CFP® is a member of the American Institute of Certified Tax Planners (AICTP). David creates tax plans for business owners that can potentially save hundreds of thousands of dollars over the coming years, all footnoted and annotated, with a 100% satisfaction guarantee. Ask David for details.

David is a Registered Representative with Innovation Partners, llc (IPL). Securities offered through IPL, member FINRA/SIPC, a registered Broker Dealer. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. IPL does not provide tax or legal advice. IPL is not affiliated with Taxmaster Financial Services.

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If you would like to know how we can possibly save your company tens or hundreds of thousands of dollars  through comprehensive tax planning, please call us at 212-247-9090.

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Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.

 https://brokercheck.finra.org/

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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