Tax Strategies
Tax Code Fundamentals: Understand the intricacies of tax laws & regulations
Estate Planning: Explore techniques to minimize estate taxes & ensure a smooth wealth transfer
Gift Tax Strategies: Learn how to effectively utilize gift tax exemptions & charitable giving
Trust Structures: Discover the benefits of trusts for asset protection & tax deferral
Tax-Efficient Investments: Explore investment strategies that minimize tax burdens
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CPA ADVANTAGE
What is CPA Advantage?
Here are some key advantages of partnering with Core Family Office:
Comprehensive Financial Services
Expertise and Experience
Personalized Approach: We understand that every individual and family has unique goals and aspirations. That's why we take a personalized approach to our services, tailoring our strategies
Proactive Wealth Management
Integrated Solution
Access to Exclusive Opportunities
Peace of Mind
Long-Term Relationship
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Private Course
Types of Financial Products
This collection of data is to highlight types of financial products
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Coffee with Core
These are Lives that Core Family Office is hosting from our Headquarters
We are excited to talk about
1. Taxes
2. Investments
3. Business Structures
4. Succession
5. How to build a business
6. How to scale
7. What's new in Family Office work
8. How to make business decisions
9. How to train your next gen
10. How to build a exit plan
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Private Course
Wealth Management
Grow, preserve, and transfer your wealth across generations with our expert financial planning, investment management, and wealth preservation strategies.
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Private Course
Business Advisory
Business owners benefit from our guidance on business planning, succession planning, and exit strategies.
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Private Course
Estate Planning
Safeguard your legacy with comprehensive estate planning services including wills, trusts, and asset protection strategies.
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Private Course
Investment Management
Create a customized investment portfolio aligned with your goals and risk tolerance. We offer expertise in stocks, bonds, real estate, and alternative investments.
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Private Course
Philanthropy
Align your charitable giving with your values and maximize your impact through our philanthropic planning services.
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Private Course
Real Estate
Our team assists with buying, selling, or managing real estate investments.
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Private Course
Tax Planning & Strategy
Minimize your tax burden and maximize after-tax wealth through our proactive tax planning and compliance services.
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