|Monthly Client Newsletter|
here’s an old Wall Street saying, “Sell in May and go away,” advising investors to avoid the historically volatile summer markets. If you are considering selling stock this summer, you may consider donating instead as a way to lower your tax burden. Details on tax-efficient donating are inside, as well some comforting information about the declining frequency of IRS audits. Summer also tends to ignite our home buying instincts, so check out the article with tips for buying a home in this seller’s market. Finally, if you’re a business owner consider the list of reasons to incorporate.
As always, should you know of someone who may benefit from this information please feel free to forward this newsletter.
As always, should you have any questions or concerns regarding your situation please feel free to call.
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