Tax LibraryWelcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. ![]()
|
||
|
2775 Buford Hwy Phone: 678-473-6723 |

Securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance agencies. INVEST is not affiliated with Community Wealth Management, Inc. Advisory services offered through INVEST, a Registered Investment A
dvisor. INVEST and Community Wealth Management Inc. are not affiliated with Gwinnett Community bank or it's entities.
The products offered are not insured by the FDIC or any other agency of the U.S., the bank, or an affiliate of the bank. Products are not deposits, or other obligations, or guarantees of the bank or an affiliate of the bank. Products are subject to investment risks, including the possible loss of principal amount invested.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
INVEST FINANCIAL CORPORATION'S PRIVACY POLICY
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or
offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may
only conduct business in a state if the representatives and the BD or IA they
represent (a) satisfy the qualification requirements of, and are approved to do
business by, the state; or (b) are excluded or exempted from the state's licensure
requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the
extent that they provide individualized responses to investor inquiries that
involve (a) effecting, or attempting to effect, transactions in securities; or (b)
rendering personalized investment advice for compensation.