Income Tax Strategies

Wyatt Coleman (CA Insurance License #4306395, AR Insurance License #7991307), Marcus Bates II (CA Insurance License #4102301), Naida Hairston (CA Insurance License #4150296), Joni Boelscher (CA Insurance License #4099104), and Renata Pennington (CA Insurance License #4044408) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AL, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MD, MO, MS, MT, NC, NJ, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside of these states referenced.

Wyatt Coleman, Marcus Bates II, Joni Boelscher and Renata Pennington are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MD, MO, MS, MT, NC, NJ, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Wyatt Coleman is registered as an Investment Adviser with Eagle Strategies LLC, a Registered Investment Adviser offering investment advisory services in the states of AL, AZ, CT, FL, GA, IA, IL, IN, LA, MD, MO, MS, NJ, NY, OR, SC, TN, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither A Tailored Method LLC nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

A Tailored Method LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Wyatt Coleman, Member Agent, The Nautilus Group® is a service of New York Life Insurance Company.