40 minutes - $185

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For financial and tax matters including but not limited to:

 

• Estimated quarterly taxes (payments, budgeting & deadlines)

• Independent Retirement Accounts (Roth, Traditional, SEP & Simple)

• Retirement Rollover Options

• Healthcare assessment

• Reportable Expenses

• Small business budget creation

• Home ownership investment

• Short & long term investments

• Incorporation (fees, process, advantages)

• Assessment of tax residence & tax liability for Americans living abroad

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