Proactive Year‐end Tax Planning for 2020 and Beyond

Dean Hedeker JD, CPA, RFC

September 22, 2020

Contact

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Fax: 847-913-6793

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info@hedekerwealth.com

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 FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.

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Please Note: The scope of any consulting services depends upon the terms of the engagement, and the specific request and needs of the client. Hedeker Wealth does not serve as an attorney, accountant, or insurance agent. Hedeker Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. As disclosed on its written Brochure on Part 2 of Form ADV, if the client desires, Hedeker Wealth’s affiliated entities or persons, in their separate licensed capacities, can be engaged to be provide tax preparation, insurance sales/services, and legal services, per the terms and conditions of a separate engagement and fee/compensation.

Important Disclosure Information

Hedeker Wealth is an SEC Registered Investment Advisor

Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Hedeker Wealth LLC [“Hedeker]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Hedeker. Hedeker is neither a law firm, nor a certified public accounting firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Hedeker’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.hedekerwealth.com. Please Remember: If you are a Hedeker client, please contact Hedeker, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Hedeker account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Hedeker accounts; and, (3) a description of each comparative benchmark/index is available upon request.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION