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2020 Year-End Tax Planning

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Sterling Financial Partners, Inc.
44355 Premier Plaza, Suite 200
Ashburn, VA 20147

(703)726-1313

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as (insurance professionals, financial planner, investment advisor, securities broker).

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Securities offered through Valmark Securities, Inc., Member FINRA, SIPC • Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor • 130 Springside Drive, Suite 300 Akron, OH 44333-2431 • 1-800-765-5201 • Sterling Financial Partners, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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