Pizzolato and Associates and Acadian Tax Centers LLC or/and all of its staff members refers ALL clients for tax, accounting, regulatory, investment or legal advice to appropriate advisors or attorneys. Due to that fact, tax, accounting, regulatory, legal advice, or investment advice will not be given directly by Pizzolato and Associates and Acadian Tax Centers LLC or any of its staff members. Pizzolato and Associates and Acadian Tax Centers LLC will refer clients to the appropriate advisors or attorneys that will require clients to have current engagements documented in signed engagement letters with the appropriate entities. Clients must consult only with qualified advisers regarding the tax, accounting, and legal implications of these proposed strategies before any strategy is implemented.
The effectiveness of any of the strategies described will depend on a client’s individual situation and on a number of complex factors. Each state may or may not allow certain strategies mentioned here.
While the various processes can illustrate any type of strategy, planners developing Blueprints will not illustrate or implement strategies considered outside the letter and spirit of the tax code.
Nothing in this presentation is intended to offer securities or investment advice. Any discussion in this presentation relating to tax, accounting, regulatory, or legal matters is based on our understanding as of the date of this presentation. Rules in these areas are constantly changing and are open to varying interpretations.
No Rendering of Advice: The information contained within this report is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional tax planner or financial planner.
Accuracy of Information: While we make reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this report is accurate, complete, reliable, current or error-free.
We assume no responsibility for any errors or omissions in the content of this report or such other materials or communications.
To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.
The effectiveness of any of the strategies described will depend on a client’s individual situation and on a number of complex factors. Each state may or may not allow certain strategies mentioned here.
While the various processes can illustrate any type of strategy, planners developing Blueprints will not illustrate or implement strategies considered outside the letter and spirit of the tax code.
Nothing in this presentation is intended to offer securities or investment advice. Any discussion in this presentation relating to tax, accounting, regulatory, or legal matters is based on our understanding as of the date of this presentation. Rules in these areas are constantly changing and are open to varying interpretations.
No Rendering of Advice: The information contained within this report is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional tax planner or financial planner.
Accuracy of Information: While we make reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this report is accurate, complete, reliable, current or error-free.
We assume no responsibility for any errors or omissions in the content of this report or such other materials or communications.
To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments), unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.