Tax Time Readiness

As the calendar moves toward the inevitable April 15thtax deadline, this is a good time to consider some of the details related to the process. Whether you use tax software or rely on a tax professional, there are a number of important items to think about prior to filing. Consider whether the following items apply to you before submitting your return:


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Maximize your Charitable Gift (''Tis the Season'')

As we near the end of 2013, we will likely spend some time assessing the past twelve months and then turn our attention to preparing tax returns. The fact that it has been a good year for the markets is undisputable. The equity returns of 2013 have left many of our clients with significant unrealized capital gains in their portfolios. To most investors, these gains represent a future tax obligation. If considered differently, these gains can become a valuable tool for tax advantaged gifting.

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The Fed Surprises Again

Two goldfish are standing outside their goldfish bowl which is engulfed in flames. One goldfish says to the other goldfish, “Whew, that was close.”


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Wire Fraud Protection Strategy

Financial advisors and their clients have increasingly been targeted by scammers attempting to use email to commit wire fraud. Even at SYM there have been several spurious, unsuccessful, attempts to access client accounts in the last few months.

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Have the Capital Markets Spoken or Is This Just Reaction to the Fed?

“To support a stronger economic recovery and to help ensure that inflation, over time, is at the rate most consistent with its dual mandate, the Committee decided to continue purchasing additional agency mortgage-backed securities at a pace of $40 billion per month and longer-term Treasury securities at a pace of $45 billion per month.” Ben Bernanke


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