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Home » Jordan Dechtman, Wealth Management » Articles
Time To Prepare Your Tax Planning Strategies

By Jordan Dechtman, Wealth Management

10/11/2010 The fourth quarter has begun! Time to start getting your financial information in order to prepare your 2010 tax return.
As the end of the year approaches, you and your tax advisor will be looking at your earned income, capital gains and losses (realized and unrealized), and other financial information as you begin to compile your 2010 return. A simultaneous review of your investment portfolio may reveal strategies you can use to reduce your tax liability. Some of these strategies may have a direct impact this year, while others may be implemented over the next several years, depending on Internal Revenue Service rules.
We can work with you and your tax advisor to conduct a thorough review of your options for both short-term and long-term investment goals. In fact, we highly recommend a coordinated tax and investment planning process, as many of the Bush era tax cuts will expire at the end of 2010 and the Congressional elections in November may shift the tide on currently proposed tax changes.
One change in the filing process that you may want to be aware of – the IRS announced last week that it will no longer mail out packages of tax forms and instructions for filing paper returns. Instead, the IRS will distribute a postcard with instructions on where and how to get the forms. Electronic filing on the IRS website is free.
Let’s get together with your tax advisor to explore strategies and possibilities to strengthen your portfolio in the current market. Please call your personal financial advisor, Jordan, at 303-741-9772, email him at Jordan@JordanDechtman.com or visit our website at www.JordanDechtman.com at your earliest convenience to schedule an appointment. With the surge of activities as we approach the holiday season, we will want to allow plenty of time to implement any changes you choose to make.
About Jordan Dechtman Wealth Management. Jordan Dechtman Wealth Management is an independent Colorado financial services firm, serving clients since 1984. Jordan Dechtman Wealth Management helps you plan, predict, protect, your future one day at a time.
To learn more about the Jordan Dechtman Wealth Management difference, please contact Jordan Dechtman Wealth Management at 303.741.9772 or www.JordanDechtman.com.
Member: FINRA-SIPC
Phone: 303.741.9772
6025 S Quebec Street, Suite 170
Centennial, CO 80111
PR Contact: Jordan Dechtman
Jordan@JordanDechtman.com
www.JordanDechtman.com


About This Author

Jordan Dechtman, Wealth Management

A strong relationship with a competent, caring and thorough independent investment advisor is the best way for you achieve your most important financial goals. At the same time, you want the convenience and comfort of world-class client service. Jordan Dechtman Wealth Management structures its busin…

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