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tax strategy

Matthew “OB” Oberdorfer

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3–5 minutes

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Why Your Advisor Should Have Your Past Tax Returns Too

Past tax returns give your Arena Investor Advisor important understanding and insight to better serve you…

Planning, Taxes & Risk

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The OIC Advisory LLC (“The Advisory”), DBA Oberdorfer Financial, is a registered investment advisor offering advisory services in the states of Ohio and Florida and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, The OIC Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. The Advisory does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall The Advisory be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if The Advisory or The Advisory authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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tax strategy

Why Your Advisor Should Have Your Past Tax Returns Too