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Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

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    There are no warranties implied.

    Cherry Wealth Advisors is a registered investment adviser located in Fort Walton Beach, Destin, and Panama City Beach, Florida. Cherry Wealth Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Cherry Wealth Advisors 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 Cherry Wealth Advisors web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’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 Cherry Wealth Advisors 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. For information pertaining to the registration status of Cherry Wealth Advisors, please contact the state securities regulators for those states in which Cherry Wealth Advisors maintains a registration filing. A copy of Cherry Wealth Advisors current written disclosure statement discussing Cherry Wealth Advisors business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cherry Wealth Advisors upon written request. Cherry Wealth Advisors 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 RIA Firm Name’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.

    This website and information are provided for guidance and information purposes only. 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. This website and information are not intended to provide investment, tax, or legal advice.
    Insurance products and services are offered and sold through Cherry Financial and individually licensed and appointed insurance agents.

    Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

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