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How does Range coordinate business tax strategy with personal wealth management for entrepreneurs?

Range integrates business and personal tax planning through a comprehensive analysis of:

  • Business structure optimization (LLC, S-Corp, partnership implications)
  • Personal vs. business expense allocation
  • Salary vs. distribution strategies for tax efficiency
  • Equipment purchases and depreciation timing
  • Business retirement plan contributions (SEP-IRA, Solo 401k)

Our CFP team works with entrepreneurs to ensure business decisions align with personal wealth goals, while monitoring ongoing opportunities for tax optimization across both business and personal finances.

Source: Based on Range's comprehensive wealth management approach detailed in Range Blog - AI WealthTech

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