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Download Free e-book: Tax Free Solutions for LTC

Important Note from the Author:     This book is available on Amazon as a 5.5″ x 8.5″, 56-page paperback and also in Kindle format—both priced at the absolute minimum Amazon allows. (That means we don’t receive a single penny of profit from those sales.) We’ve kept the price this low to make the information as accessible as possible and to encourage more people to take the first step in reviewing their situation.

We hope you’ll take a few minutes to read at least the Preface, Introduction, and Chapter 1—a total of 9 pages. Of course, you’re welcome to read more if you’d like. When you’re finished, we’d greatly appreciate it if you could complete the short feedback survey linked below.

Book Feedback Survey   Thank you in advance for your time and input—it truly means a lot.

Long Term Care Without Losing Everything

How to Protect Your Savings, Your Family, and Your Independence from the High Cost of Care
Every day, thousands of families are blindsided by the crushing cost of long-term care. Most people assume Medicare will cover everything—only to discover, often too late, that it doesn’t. The result? Savings are drained. Assets are liquidated. Loved ones are forced into caregiver roles they never expected. This book was written to help you avoid that fate.

Inside, you’ll discover how to:

  • – Avoid financial ruin by learning how care is actually paid for—and how to preserve your assets legally and ethically.
  • – Protect your family from making impossible choices or carrying the burden alone.
  • – Understand Medicaid, Medicare, and insurance options—so you can make informed decisions.
  • – Create a proactive plan for care while you still have the power to choose where and how it happens.
  • – Learn strategies most people miss until it’s too late—especially how poor planning can trigger unnecessary taxes.

Whether you’re nearing retirement, already caring for a loved one, or simply want to prepare wisely, this book will give you the clarity and confidence you need to face the future without fear.

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Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

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