Integrated Wealth

Integrated Wealth in Walnut Creek, CA, specializes in advanced tax mitigation strategies for U.S. citizens and residents, offering potential reductions or eliminations of state and federal tax burdens on various asset sales, including privately held companies and real estate. Additionally, the firm provides estate gift tax reduction strategies and opportunities for offshore residents to diminish their non-U.S. tax obligations.

The company also provides business valuation advisory services, helping owners of middle-market companies enhance financial performance and firm value, ultimately leading to more successful sales. Through their collaborative approach with independent investment firms, Integrated Wealth focuses on empowering clients with a deeper understanding of their financial standing.

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