Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Nov
15

Tax Proposal: What does it mean for you?

tax-proposal

There is a lot of discussion happening regarding the recently released GOP Tax Proposal. With pages and pages of proposed changes the most important thing to note is that this is a proposal, certainly not a finished product and the tax overhaul is far from certain. For you, our clients, not much has changed in the kind of preparation we believe you should be doing. As in every year, we want you to review your expenses, income and last year’s returns and of course, look at any what-if scenarios that may be on your horizon.

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.