Tax Analysis Request

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Tax Analysis Request

Request a Custom Tax Analysis
By submitting the form below you hereby acknowledge you understand that MDS investment offerings are private placements, suitable only for accredited investors as defined by the Securities Act of 1933, , Rule 501 of Regulation D.
Advisor Name*
Advisor E-mail:*
Broker/Dealer*
Client Name:*
Filing Status*
State of Residence*
Investment Level 1*
Investment Level 2
Number of qualifying children under 17*
Wages*
Interest Income*
Dividends*
Short Term Cap Gains*
Long Term Cap Gains*
Income from trades or business*
Pensions, annuities, and retirement distributions*
Other Income*
Rent and Royalty Income*
Other Information
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