W.B. Shorthill & Associates, LLC |
||
Tax LibraryWelcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. 
|
||
|
1137 Daylight Dr Phone: 614-501-3205 |
William Shorthill is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, KS, MO, OH, VA, WA No offers may be made or accepted from any resident outside the specific state(s) referenced.
William B. Shorthill is also separately registered as an investment adviser representative under W.B. Shorthill & Associates, LLC, a registered investment advisor, offering advisory services in the state of Ohio in which the Registered Investment Advisor is registered and is not affiliated with Royal Alliance Associates.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.