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Expertise Integrity Clarity 



"We don't want our clients to pay any more tax than they're legally obligated to pay."

-Christopher J. Maurer, J.D., CFP®


"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the treasury; there is not even a patriotic duty to increase one's taxes."

-Justice Learned Hand - Helvering v. Gregory, 69 F.2d 809, 810-11 (2d Cir. 1934).




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