Here is a link to a checklist of tax tips to consider before the end of 2013 (source: SEI Private Trust). There is still time to potentially reduce your tax bill for 2013. I wanted to share it with you because some of these tips may apply to you. I will be discussing these strategies with my clients over the next couple of weeks.
Please feel free to call me if you have any questions on the tips or if I can be of assistance to you in any way.
Information provided should not be construed as legal or tax advice. You should discuss any tax or legal matter with the appropriate professional.
Although information herein has been obtained from sources deemed reliable, its accuracy and completeness are not asserted. All opinions and estimates included in this report constitute the judgment of the financial advisor as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.