2023 Tax facts

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2023 Tax Facts

Download a copy of the 2023 Tax Facts at a Glance

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Office: 9724559040

12377 Merit Drive

Suite 1500

Dallas, TX 75251

California Insurance License #0B34778, Arkansas Insurance License #1112748

bill.gammill@equitable.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600, member FINRA, SIPC (Equitable Financial Advisors in MI & TN, offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equitable Opportunity Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered qualified. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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CBG Wealth Management is not owned or operated by Equitable Advisors or Equitable Network.

California Insurance License #0B34778

Arizona Insurance License #1112748