FYI: Tax-planning expert and certified financial planner Bill Sweet (Bill’s personal story is here) works every day on behalf of our clients, reviewing portfolios, identifying solutions and saving people money through intelligent planning. Bill’s expertise has enabled us to take on more complicated cases and streamline the asset “location” process across our entire practice.
Bill reminds us that as the year comes to an end, there are things smart investors should be doing to reduce optimize their taxes. His key 6 items are shown below.
Regards,
Ted
http://ritholtz.com/2017/11/bill-sweets-year-end-checklist/
