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Case Study #2

Data:

Your friend Brian, a financial analyst, comes to you with a surefire method of reducing taxes. He says that if you buy into a certain product (this product can be many different types of tax schemes), you will not have to pay taxes on the earnings and it will save you taxes. It doesn’t sound right, so he comes and asks:

Application:

  • To what lengths should you go to avoid taxes?
  • Where should your best tax advice come from?

 



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