Disclosure

Ken Stern is a dealing representative of WCPD Inc., an exempt market dealer, and provides general educational information about tax-planning strategies.

WCPD Inc. is the registered dealer for any securities transaction. Know-your-client information, suitability, investor eligibility under available prospectus exemptions (including accredited-investor status), required disclosure, subscription documentation and regulatory compliance are handled through WCPD.

Nothing on this website is an offer to sell, or a solicitation to buy, any security, and nothing is a recommendation to buy, sell, or hold any security. Any offering is made only through WCPD and the offering documents for a particular transaction.

Ken Stern is paid only through WCPD. WCPD will provide required disclosure of compensation and any related conflicts before opening an account or providing services.

Information on this website is general in nature and is not tax, legal, accounting, investment, or other professional advice. Flow-through-share transactions involve material risks. Tax deductions, tax credits, resale proceeds, transaction completion, and net tax outcomes are not guaranteed and depend on the offering, applicable tax law, the issuer's ability to incur and validly renounce qualifying expenditures, and the investor's individual circumstances.

These strategies are not suitable for, or available to, every person. Readers should obtain independent tax, legal, and accounting advice. Investor eligibility and suitability are determined through WCPD.

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