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FIRST WESTERN ADVISORS WEALTH MANAGEMENT 3165 EAST MILL ROCK DRI VE, SUI TE 340 HOL LAD A, U T 8 4 1 2 1 TEL 801.930.6500 FAX 801.930.6501 DONATION IN KIND FORM *Please return to your financial advisor
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Firs sn adiss wealth is a declaration of assets and liabilities
Individuals with a certain level of wealth are required to file firs sn adiss wealth
Firs sn adiss wealth can be filled out online or in person with the necessary information about assets and liabilities
The purpose of firs sn adiss wealth is to provide transparency and accountability regarding individual wealth
Information such as real estate, investments, bank accounts, and liabilities must be reported on firs sn adiss wealth
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