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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. This material does not constitute an offer to buy
or sell any security. Such offers can only be made through a private placement memorandum or prospectus.There are significant risks associated with 1031 Tenant in Common investments and are not suitable for all investors. Please consult with your tax or legal professional if considering a 1031 investment.Investment Wealth Solutions is independent of BFCFS. Investment Wealth Solutions does not provide tax advice. Consult your tax advisor before taking action that may have tax implications. Different types of investments involve varying degrees of risk that can include market fluctuations and potential loss of principle. There can be no assurance that any specific investment strategy will be profitable.

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The Pros and Cons of a Big Tax Refund

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