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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Twenty Over Ten to provide information on a topic that may be of interest. Twenty Over Ten is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Professionals associated with Liang & Quinley Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA / SIPC, a registered investment advisor and separate entity for LPL Financial; or (2) solely tax professionals of Liang & Quinley Tax Management, and not affiliated with LPL Financial. Tax accounting and CPA related services offered through Liang & Quinley Tax Management DBA Liang & Quinley Wealth Management. Liang & Quinley Tax Management is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting or CPA related services.

Investment products and services available only to residents of: AZ, CA, GA, ID, NV, NY, OH, TX, WA, WY

California Insurance Information

Liang & Quinley Wealth Management is licensed to sell insurance products in the states of: AZ, CA, GA, ID, NV, NY, OH, OR, TX, UT, WA, WY

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

^{CRPC conferred by The College for Financial Planning.}

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