Tax Advisory Disclosures
Last updated: August 2026 | Shurek Accounting & Tax, LLC d/b/a Shurek Wealth Protection
General educational purpose
All material on this site is published for general educational purposes. It does not constitute individualized tax, legal, investment, insurance, or lending advice, and no reader should act on it without advice from a qualified professional familiar with their situation.
Illustrative examples and assumptions
Dollar figures, tax savings, growth projections, and comparative examples throughout this site are illustrative. They rest on stated assumptions about rates, basis, holding periods, filing status, entity structure, and applicable law. Changing any assumption changes the result. State and local tax and transaction costs are generally not modeled unless expressly stated.
Tax year and currency of information
Tax law and inflation-adjusted figures change annually. Each technical page reflects our understanding of the law as of the tax year identified on that page. We do not warrant that any page reflects current law at the time you read it.
Eligibility is fact-specific
Strategies described on this site — including trusts, retirement plans, cost segregation, entity elections, and gain-exclusion provisions such as Section 1202 — carry statutory eligibility requirements. Whether any strategy is available to you depends on your specific facts, the structure used, and how it is implemented and documented.
Not legal or investment advice
We are not a law firm and do not provide legal services. We are not an investment adviser and do not manage investments or make securities recommendations. We are not an insurance producer. Implementation of the structures discussed on this site requires qualified legal counsel and, where relevant, licensed investment and insurance professionals.
AI-assisted tools
Portions of this site use AI-assisted tools to provide preliminary information and analysis. Output from these tools is informational only, may contain errors, and does not constitute professional advice. Any recommendation generated by an automated tool requires review by a qualified professional before you act on it.
Case studies and results
We do not publish client results or testimonials that have not been verified and approved. Any anonymized example is described as such, with its assumptions and limitations stated.
Third-party links
Links to third-party sites are provided for convenience. We do not control and are not responsible for their content.