Navigating Income Tax

Isaiah Edison (AR Insurance License #14009932), John R. Fitzpatrick, III (CA Insurance License #4129730), and Jack Stagg (AR Insurance License #18432498), 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 AR, AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MO, NC, ND, OK, TN, TX, UT, and VA. No insurance business may be conducted outside of these states referenced.

Neither Edison Wealth Strategies 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.

Isaiah Edison and Jack Stagg are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing collectively in the states of AK, AR, AZ, CA, CO, CT, FL, GA, ID, IN, IL, KS, LA, MA, MO, NC, NE, OK, OH, OR, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life company.

Isaiah Edison and Jack Stagg are separately registered investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of AR, AZ, CA, CO, CT, FL, GA, ID, KS, LA, MA, MO, NC, NE, OK, UT, and VA. As such, these services are strictly intended for individuals residing in these states.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.

Edison Wealth Strategies is not owned or operated by NYLIFE Securities or its affiliates and does not provide tax, legal or accounting advice. .

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life companies.

Data provided by SHOOK?Research, LLC.Data as of 12/31/21.Source: Forbes.com(July, 2022. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Isaiah Edison is a Member Agent of the Nautilus Group, a service of New York Life Insurance Company.