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An optimized tax strategy plays a vital role in maintaining and growing your net worth. IWM’s president is himself a CPA, and the IWM team is experienced in providing basic tax guidance as part of our Prosperity Planning. For more complex tax guidance, we proactively encourage involvement of tax professionals who can help navigate intricate tax law. At your request, we ensure your CPA or other tax professionals have the information they need for tax preparation and other related matters.