35% OR 15% –

WHICH ONE IS BETTER FOR YOUR CLIENT?

When it comes to taxes, the lower the percentage the better. Gradient Tax has designed a presentation to show prospects and clients with employer-sponsored plans containing company stock how they may reduce their tax on these holdings to 15%.

Presenting this opportunity known as Net Unrealized Appreciation (NUA) will separate you from the competition and enable you to bring on high net-worth clients and open up the flood gates for quality referrals and powerful Human Resources relationships.

If you are not familiar with Net Unrealized Appreciation, this program is a MUST READ.

  • Strategic white paper from CPA
  • Seminar slides
  • Handouts
  • Personalized reports from 3rd party CPA

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