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Carolina OZ Group, LLC does not provide tax, legal, investment, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, investment, or accounting advice. You should consult your own tax, legal, investing, and accounting advisers before engaging in any transaction. Carolina OZ Group, LLC will work directly with the Taxpayer’s tax, legal, and investing advisors to ensure proper consideration of the unique facts and circumstances of the investor/taxpayer.

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