1 As a CPA and shareholder at WilkinGuttenplan, Vinay Navani is not affiliated with Merrill or any of its affiliates. This article is for information and educational purposes only. Opinions and views expressed are his, do not necessarily reflect those of Merrill or any of its affiliates and are subject to change without notice.
The information contained in this material does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any recommendation in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek professional advice.
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All recommendations must be considered in the context of an individual investor’s goals, time horizon, liquidity needs and risk tolerance. Not all recommendations will be in the best interest of all investors.
This material should be regarded as educational information on healthcare and is not intended to provide specific advice. If you have questions regarding your particular situation, you should contact your healthcare, legal and/or tax advisors.