tax strategies – Putnam Wealth Management

Taxes

Four year-end planning ideas

As year-end approaches, it is a good opportunity to review your clients’ portfolios to ensure their investments stay on track to meet their goals, and to take advantage of strategies that may benefit your clients in today’s tax landscape. There may be certain strategies that need to be implemented before year’s end, and there are

Five tax strategies before the fiscal cliff

While there has been no action yet on the fiscal cliff, high-income earners are wise to prepare for higher taxes, fewer or capped deductions, or all of the above. The window of opportunity to take advantage of tax strategies while tax rates remain historically low is narrowing, so now is the time to contact clients