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Objective, unbiased advice and guidance. Typically, “Advisors” are either Insurance or Investment focused, depending on their firm’s structure and incentives. Communication and collaboration among tax, legal and other key advisors is often left out the equation whereas it is a requirement in our process. Utilizing technology effectively to provide transparency and real-time information is commonplace. Our success is congruent to the success of those we serve.
⦁ I’m paying too much income tax
⦁ I’m thinking about buying or selling a business
⦁ I’m thinking of starting my own business or practice
⦁ I’m considering purchasing shares in a Surgery Center
⦁ I’m in a medical residency or fellowship program
Cafeteria Plan
Corrective Distributions in 401(k) Plans
To enhance the operational efficiency of our clients’ businesses, we aim to minimize their tax obligations and facilitate seamless communication with other trusted advisors. Our goal is to support our clients in scaling, growing, and maximizing the overall value of their enterprises.
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Apex Wealth Partners
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