2023 Tax Guide

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Pershing LLC, its affiliates and its employees, do not provide legal, tax, accounting or financial advice or services. This informative guide is a tool that may assist in the preparation of tax returns. It contains examples, explanations and illustrations from IRS schedules to help you or your tax professional. All amounts and transactions displayed in this guide are for illustration only and do not represent actual transactions. Accordingly, no guidance should be inferred as to any specific transaction from the illustrations in this guide. We suggest that you consult a competent tax professional to discuss the appropriate federal, foreign, state and local tax treatment of any transactions. Any U.S. legal, tax, accounting or financial-related information contained in this guide, including explanations of the Tax Information Statement, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in the Tax Guide.

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