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Basic Details
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Basic Financial Informaton
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Passive Investor Event Consultation Form

First Name *

Last Name *

Whats your email address *

Phone Number *

Which state do you live in *

1. Do you have income in excess of $400k annually? *

2. Do you own a business? *

3. Is your income primarily from passive sources?*

4. Are you satisfied with your current level of involvement with your tax preparers? *

5. Are you interested in learning more about how to take an innovative tax strategy approach to your finances? *

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