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Investment Analysis |
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- Evaluate personality and family needs of the athlete
- Identify available investment dollars
- Evaluate and discuss investment alternatives in coordination with tax and estate plans
- Recommend and direct investment acquisition
- Provide data and recommendations for contract negotiations
- Coordinate contract with investment and estate plans to ensure payment of the least amount of income tax
- Provide continual monitoring of federal and state tax laws to protect athletes and their investments from unnecessary taxes
- Preparation of federal and state income tax returns
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