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Family Office Services can illustrate but will not recommend all of the strategies used to answer the questions below. Materials on this website are not intended by the author to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Taxpayers should seek advice based on their particular circumstances from an independent tax adviser. Investment Advisory Services are provided through Family Office Services, Inc. ("FOS"), a California Registered Investment Adviser. Legal services are provided through affiliated law firms and not through any FOS staff member.

Materials on this website are not intended by the author to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Taxpayers should seek advice based on their particular circumstances from an independent tax adviser. Investment Advisory Services are provided through Family Office Services, Inc. ("FOS"), a California Registered Investment Adviser. Legal services are provided through affiliated law firms and not through any FOS staff member.

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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.