As the holidays approach, we are all looking forward to visits with family and friends, shopping, home cooked meals, and tax planning. What?? Yes, tax planning. While taxes are not due until April, now is the time to make moves that will help you reduce your taxes.  To help with this Legacy Advisors has its own annual holiday tradition – The Holiday Tax Letter.

Wishing you a happy and healthy (and tax savvy) holiday season.

Why Send the 2011 Year-End Tax Report?

One of our goals is to help clients identify potential opportunities for tax reduction. To make that goal a reality, we continually stay current about potential year-end tax strategies that our clients might consider.
We remain constantly committed to tracking these changes and we are available to provide you with current and updated information that can help with all of your financial planning needs.
This special report details information about some potentially helpful year-end tax strategies for 2011.  It is important to note that every situation is different and that the strategies outlined may not be appropriate for all and should be discussed in full coordination with your tax preparer or a CPA.  As a comprehensive financial services firm, Leagcy Advisors is committed to helping our clients improve their long-term financial success.
If you would like us to send a copy of this report to any of your friends or colleagues, please call Sharyn at 781-556-1038.
Warmest personal regards,
Ronald A. Papa, President

 

Click HERE to view full report:  “Year-End Tax Considerations for 2011“

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