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Tax Preparation, Tax Mitigation And Other Services

SWAI will recommend the services of other professionals for implementation purposes, including companies under common ownership with SWAI. There may be times when SWAI refers clients in need of accounting, income tax, property management and other business services to commonly owned companies. There may also be times when these companies refer clients in need of investment advisory services to SWAI. This may represent a material conflict of interest due to the common ownership of SWAI and these other companies. The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from SWAI. SWAI does not receive any fees or direct compensation for these referrals. Professional services and fees of these companies are entirely separate and distinct from SWAI’s investment advisory services and fees.

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