Investment Tax Tips

Melissa Clary Tax, Uncategorized 0 Comments

As year-end approaches, take a closer look at your investment portfolio. There may be some tax-saving strategies worth considering. For example * Wash sales. Thinking of selling a security before December 31 to take advantage of a capital loss? To …

DEBT REDUCTION PLAN

Melissa Clary Tax 0 Comments

On August 2, President Obama signed the Budget Control Act of 2011.  The act plans to: Eliminate waste, fraud and abuse with health insurance and social security Provide an emergency spending reform Provide a balanced budget amendment for Congress to …