Proactive Year‐end Tax Planning for 2020 and Beyond

Dean Hedeker JD, CPA, RFC

September 22, 2020

Contact

Office: 847-913-5594

Toll-Free: 866-523-7837

Fax: 847-913-6793

One Overlook Point

Suite 610

Lincolnshire, IL 60069

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 LLC (“Company”) is an SEC registered investment adviser located in Lincolnshire, Illinois.

The Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the Company’s current written disclosure Brochure and Form CRS discussing the Company’s business operations, services, and fees is available on this website and/or from Company upon written request. The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company), will be profitable or equal any historical performance level(s). Neither the Company’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Company is engaged, or continues to be engaged, to provide investment advisory services. The Company’s registration status does not imply a specific level of skill or training. Certain portions of the Company’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

*Please Note: Limitations. The scope of any consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Hedeker does not serve as an attorney, accountant, or insurance agent. Hedeker does not prepare legal documents, nor does it sell insurance products. If the desires, a Hedeker affiliate can be engaged to provide legal and tax preparation services as discussed in Hedeker’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional. Each client and prospective client agrees as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

https://www.forbes.com/sites/rjshook/2024/04/03/methodology-best-in-state-wealth-advisors-2024/?sh=64ec1f893fa4