*Any tax optimization options provided through our services are subject to change and are formed based on general principles of taxation and consultations (or information received from) with certain experts referenced in our communications. You are encouraged to review the following sources/related documents for better understanding of our services and risks associated before making any financial decision: Our services are designed to optimize tax efficiency; however, reductions in capital gains are not assured. Tax outcomes are influenced by individual circumstances and applicable tax laws. We strongly recommend obtaining professional legal and/or tax advice.