START MAXIMIZING YOUR TAX SAVINGS TODAY Taxes are inevitable—but overpaying is not. Through our exclusive partnership with Fidelis Tax and Accounting, MDRN Capital ensures that your tax strategy aligns with your financial goals, keeping more money in your pocket.
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MDRN Capital will either reimburse or pay direct invoice the clients estate planning fees. Should the clienuse MDRN Capitals preferred attorney, MDRN Capital will make direct payment to that service on the client’s behalf. Should the client choose to use their own preferred Attorney for such service, it is the clients responsibility to either have MDRN Capital send a direct invoice or submit their receipt as evidence for reimbursement. MDRN Capital will pay a maximum of $7500 lifetime for estate planning services. This service only applies to clients who have assets directly controlled by MDRN Capital LLC. Estate Planning services cannot be provided for relatives of clients or business entities. MDRN Capital Tax Planning and Preparation. MDRN Capital will either reimburse or pay direct invoice the clients annual tax preparation and / or tax planning fees. Should the client use MDRN Capitals preferred tax advisor MDRN Capital will make direct payment to that service on the client’s behalf. Should the client choose to use their own preferred CPA for such service, it is the clients responsibility to either have MDRN Capital sent a direct invoice or submit their receipt as evidence for reimbursement. MDRN Capital will pay a maximum of $2000 annually for tax preparation and/or tax planning services. This service only applies to clients who have assets directly controlled by MDRN Capital LLC. Tax services cannot be provided for relatives of clients or business entities.
13 Your Guide to Tax & Estate Strategies
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