Built for Biotech: We work side-by-side our client’s CPAs and estate attorneys to break down complex concepts into simpler, more digestible one-page charts. Our goal: be as helpful as possible to you and your key advisors.

What matters most: YOU.

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Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.