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338 S, Sharon Amity Rd #163, Charlotte, NC 28211

mtaylor@capitalsynergypartners.com

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Investment Portfolio Tax Optimization

Investment Portfolio Tax Optimization

Michael Taylor

January 22, 2024

Investment Portfolio Tax Optimization

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Office: (704) 995-4606

Fax: (704) 365-0613

338 S

Sharon Amity Rd #163

Charlotte, NC 28211

Series 6, 22, 62, 63, 65

mtaylor@capitalsynergypartners.com

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