A restaurant near my Florida home serves up a "fusion" menu, combining various foods, spices and sauces. I'm going to borrow from this concept to create the tax-fusion concept, or T-fusion. The typical T-fusion candidate (Joe, married to Mary), is fortunate to have one or more of the following asset situations: 1) Excess cash-enough cash or cash-like assets to maintain their lifestyle, with an excess to invest. 2) Own income-producing assets such as a closely held business, rental-income, real estate or stocks and bonds.
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