For Your Information

Tax planning is an integral part of Financial Planning. In the course of creating plans for the long-term future, taxes cannot be ignored. Sensitivity to market and economic direction combined with a sense of tax planning and the opportunities that may present themselves to clients can be a very powerful combination of services.

Be careful where you get advice. A working relationship between your Financial Planner and your Accounting Firm is to be expected. We believe clients are better served when these services are provided by separate organizations. If you are currently receiving both accounting and Financial Planning/Investment advice from a single source, we recommend that you ask us for a second opinion.

Special Notice in Light of World Market Meltdown

The consequences of worldwide financial market meltdowns present significant tax planning challenges at this time.

Capital gains and capital losses need to be reviewed with great care. We recommend that your portfolio be carefully reviewed with an eye towards tax planning to make sure that you take advantage of every opportunity available to you under the law.