Full Newsletter   Newsletter Archives



Subject:
Item Title: ‘Tis the Season for Gift Giving and Investment Decisions
Summary: The decreased value of many investors' portfolios, combined with recent tax changes, may provide some opportunities:
 1. If you are giving away investment assets this holiday season, you may be able to give more shares since prices are down.
 2. If you give assets to certain family members, they may be able to avoid capital gains tax when selling.
 3. The amount you can give each person without tax consequences is going up in 2009.
 4. Depressed stock values make this a good time for a Roth IRA conversion, if you meet the income requirements.
Comments/Questions:
Best Day(s) to Contact:
Best Time to Contact:  Morning   Afternoon   Evening  
Contact via:  Email   Phone  
Priority:  High   Medium   Low  

We take great care in the preparation of our articles and announcements. We also have a process of reviewing articles when major changes take place. The business, legal and tax climate is constantly changing especially when reviewed on an industry basis.

It may be very important to consult with us or your Investment Advisor before implementing ideas contained in articles and announcements. Many ideas have complexities and nuances that cannot be adequately detailed in the articles or announcements. We are not responsible for errors, misinterpretations or omissions related to these articles or announcements. Nor are we responsible for the applicability to your personal, business or tax situation.

Pursuant to Circular 230 promulgated by the Internal Revenue Service, if this email, or any attachment hereto, contains advice concerning any federal tax issue or submission, please be advised that it is not intended or written to be used, and that it cannot be used, for the purpose of avoiding federal tax penalties unless otherwise expressly indicated.