December 2012
2012 Year-End Tax Planning
Special Report - Courtesy of Melissa Stein

 
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Dear Friends and Clients,

 

I realize there is a lot of media attention and confusion concerning the tax consequences of falling over the "Fiscal Cliff." While no one can predict what will happen as a result of the negotiations in Washington D.C., I am sending you a link to a  2012 Tax Planning Briefing prepared by CCH (a national tax advisory group) which summarizes the potential effects, if no compromise is reached. The link to this briefing comes courtesty of Charles N. Bosco, CPA,  of  Mock Bosco & Associates, P.C. Certified Public Accounts. To read the compete briefing, please click on the following link:

 2012 Year-End Tax Planning   

  

Melissa J. Stein

President

CFP®, CRPC®

 Best Regards,  

Melissa J. Stein

 

 

 

 

 

 

 

 

 

   

Stein Wealth Advisors, LLC

4000 Washington Rd., Ste. 101

McMurray, PA 15317

Phone: 724.260.0491

Fax: 724.260.0674

Email: melissa.stein@multifin.com

Website: www.steinwealth.com

 

 

 

 

  


Melissa J. Stein Email:  melissa.stein@multifin.com  Phone:  724-260-0491
*The views are those of Melissa Stein and should not be construed as investment advice.  All information is believed to be from reliable sources; however, we make no guarantee as to its completeness or accuracy.
**Please note that neither Multi-Financial Securities Corporation nor Stein Wealth Advisors, LLC. give legal or tax advice.  For complete details, please consult with your tax advisor or attorney.
***Securities and Investment Advisory Services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.  Stein Wealth Advisors is not affiliated with Multi-Financial.    
 
   

Charles N. Bosco, CPA    * Mock Bosco & Associates, P.C.     Certified Public Accountants

101 West Mall Plaza, Suite 205   Carnegie, PA 15106   Telephone: 412-276-5700 Fax: 412-276-4894

Email: cbosco@mockbosco.com   * These professionals are not affiliated with or registered representatives of Multi-Financial Securities Corporation.   

 

To ensure compliance with IRS Circular 230, we must inform you that any tax advice contained in this communication (including any attachments) is not intended or written to be used, and may not be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter discussed herein.

This e-mail and any files transmitted with it are for the sole use of the intended recipient(s) and contain information that may be privileged and confidential. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient of this e-mail, please delete this e-mail and any files transmitted with it and notify the sender immediately.