Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.
THIS COULD BE AN OPPORTUNE TIME TO CONSIDER TRANSFERRING WEALTH TO FUTURE GENERATIONS—BY TRANSFERRING ASSETS (AT LOWER VALUES) PRIOR TO SCHEDULED LAW CHANGES. As the … Read More
Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.
The IRS recently announced annual inflation adjustments to several tax provisions for tax year 2023. These changes are applicable to returns that will be filed in year 2024. It is important to know how changes in the tax rates and taxable income thresholds affect your personal situation. The most notable changes are listed below for single and married filing jointly filers and estates and trusts, in comparison to tax year 2022.
Investment advisory services are offered through The Fairman Group, LLC. The Fairman Group, LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940.
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