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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone.

Erik Gruber

Jan 215 min read

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10238 E. Cherry Bend Road
Traverse City, MI 49684

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Blueprint Partners is a registered investment adviser located in Traverse City, MI. Blueprint Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Blueprint Partners's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Blueprint Partners's web site on the Internet should not be construed by any consumer and/or prospective client as Blueprint Partners's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Blueprint Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Blueprint Partners, please contact the state securities regulators for those states in which Blueprint Partners maintains a registration filing. A copy of Blueprint Partners's current written disclosure statement discussing Blueprint Partners's business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from Blueprint Partners upon written request. Blueprint Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Blueprint Partners's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Blueprint Legacy LLC and individually licensed and appointed insurance agents.

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