Monthly Archives: December 2012

Fiscal Cliff & Tax Planning Strategies for 2013

The elections having passed, and with year end rapidly approaching, we are now bombarded daily with the new-old news of the “Fiscal Cliff”.
We could run a workshop for you but the next three weeks seem so very busy for everyone that just delivering the message with no ads and no waiting seems preferable.

Our strategic partner SEI Trust has created an excellent presentation to cover the topic and it includes the advice I’d be giving you to consider if I were to do this in person.
Please reserve 20 minutes for this presentation which covers: The Fiscal Cliff – what is it and how did we get here?  It considers three likely scenarios:

  1. Bipartisan compromise
  2. Decision postponed
  3. Over the Cliff
Finally it suggests what you can do in view of these possibilities. See our brief summary of our Tax Planning Strategies for 2013.

http://www.seic.com/enUS/advisors/events/10784.htm

I hope you find it useful
     

-- 


This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security, including futures contracts. 

There are risks involved with investing, including loss of principal. This firm  Compass Capital Corporation does not provide tax advice. This content does not constitute tax, legal or investing advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein: and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. For those portfolios of individually managed securities, SIMC makes recommendations as to which manger will manage each asset class. SIMC may recommend the termination or replacement of a money manger and the investor has the option to move the account assets to another custodian or to change the manager as recommended.  For a complete description of all fees and expenses for separately managed accounts, please refer to both the Compass Capital Corporation and SEI Investments Management Corporation’s ADV Part II.
Advertisements