Income Tax Strategies

Alison J Flaum (CA Insurance License #0C42792) is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, CO, CT, FL, GA, IL, NC, NJ, NY, TX. No insurance business may be conducted outside the specific states referenced.

Alison J Flaum is a Registered Representative offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and a new York Life company (301) 214-6600. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, FL, GA, IL, NC, NE, NJ, NY, OH, PA, TX, VA, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

Alison J Flaum is also registered as an Investment Adviser Representatives, under Eagle Strategies LLC, a Registered Investment Adviser and a new Yprk Life company, offering advisory services in the states of AZ, CA, CO, CT, DC, FL, GA, NC, NE, NJ, NY, OH, PA, VA, WA. As such, these services are strictly intended for individuals residing in the above states.

ALISON is not owned or operated by NYLIFE Securities LLC or its affiliates.

As a member agent of The Nautilus Group^®, a service of New York Life Insurance Company, Alison Flaum works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sounds thinking when it comes to your estate.