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Disclaimer
The podcast, blog articles and related materials are designed only to provide general information regarding the subject matter discussed during the podcast episodes or blog posts. The statutes, authorities, and other laws cited are subject to change. The podcast, blog or related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
Past performance may not be indicative of future results. Different types of strategies involve varying degrees of effectiveness, and there can be no assurance that the future performance of any specific strategy or service made reference to directly or indirectly in this website, any podcast episode, any blog article or marketing materials will be as effective as the corresponding indicated historical performance level(s), or be suitable for your situation. Due to various factors, including changing economic conditions, the content may no longer be reflective of current opinions or positions.
As a licensed CPA, under professional standards and rules, unless you are a client I am unable to answer questions about your specific situation.
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