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Advice on Transfer of Ownership Interests to Reduce Tax Liability

High-net-worth client

Representation of the owner of one of the largest online mortgage brokerage businesses in the United States, which includes assisting with tax planning strategies in order to reduce income in the hundreds of millions of dollars. Advising owner on the transfer of large interests in his company and its affiliates for the benefit of his family, which entails consents to the change in ownership by state regulatory authorities.

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