Disclosures

Investment Strategy Disclosures

The investment strategies available through UpX Capital are provided by third-party partners. UpX Capital acts as an intermediary and does not directly manage or sponsor any investment vehicles.

Tax Deduction Limitations

Tax deductions are subject to IRS rules and limitations. For charitable deduction strategies, deductions are generally limited to 60% of Adjusted Gross Income (AGI). W-2 income earners may have additional limitations on certain deduction types.

• Married Filing Jointly (W-2): Maximum deduction of $626,000
• Single Filer (W-2): Maximum deduction of $313,000
• Business income may have different limitations

No Guarantee of Results

While our partner strategies are designed to be IRS-compliant, tax laws are complex and subject to change. The tax benefits described are based on current tax law and may not apply to all individuals. Results may vary based on your specific tax situation.

Professional Review

All strategies offered through UpX Capital have been reviewed by licensed tax attorneys. However, this review does not constitute a guarantee against IRS challenge or audit. Our partners provide audit support as part of their service.

Minimum Investment

Most strategies available through UpX Capital require a minimum investment of $25,000. Specific minimums may vary by strategy and are subject to change.

K-1 Documentation

Investors will receive Schedule K-1 documents, typically by April of the following tax year. K-1s are required for filing your tax return and claiming applicable deductions.

Consult Your Advisor

We strongly recommend consulting with your own tax advisor, CPA, or financial planner before making any investment decisions. UpX Capital does not provide personalized tax or legal advice.