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The end of the year as we know it is a mere 17 days away.
(Do you feel fine?) As you prepare for 2007, do more than just resolve to enjoy long walks on the beach with Fifi. Take this opportunity to do important year-end planning with your
CPA and a Wealth Management Advisor at Arxis. Bring the fruitcake and we can discuss a variety of topics, including:
- Understanding when it makes sense to sell an investment and take the gain / loss
- Using tax-advantaged investments (no, not swampland in Florida) to reduce taxes while providing a good overall return
- Maximizing contributions to retirement plans
- Making the most of your year-end bonus, and
- Resolving to review your insurance policies to make sure they are sufficient and cost-effective.
To schedule an appointment, simply respond to this email or contact your CPA. Merry Christmas and Happy Holidays
to you and Fifi!
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or unsubscribe, simply reply to this message. And if you know of anyone who may be interested in "Taxing Details,"
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