Disclosures

This article has been prepared for informational purposes only and is not intended to be relied on for tax, legal or accounting advice. Venturi does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging any loan made to save transfer taxes. The information presented above does not consider the specific investment objectives, financial situation, or particular needs of any one client and should not be considered a recommendation.
The information is also based current tax rates and is subject to change. Venturi has no obligation to update, modify, or amend this article or otherwise notify you in the event any information stated, above changes.