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Zoom/Google Meet or phone call for up to 75 Minutes
A solid Bronze Planning Standard for your year-in-review involves a fundamental assessment and enhancement of your tax and personal finance trajectory
Many of life's crucial decisions are time-sensitive. This approach is ideal for planning during the last quarter of the year (fall/early winter) or for initiating strategic planning for the new year in the first quarter.
Book a time directly on Liran’s calendar for your convenience
More comprehensive and highly sophisticated tax and financial planning is available and is/can be a line extension of this service