Dear Clients and Friends,
Happy Holidays! I hope this note finds you in good cheer. Normally, I send this update shortly after the close of the quarter, in this case I would publish the Q4 update in early January. However, since the topic of today's letter contains information on tax planning that may be helpful, I thought it would be advantageous to get the information out to you before the end of the (tax) year. You might be quick to point out: this leaves me free to enjoy the holiday without needing to work on a quarterly update. But I'm sticking with my tax year story.
I have been diligently following the debate on extending the Bush era tax cuts, since it has a bearing on Bootstrap clients. During the debate, there were many critics and supporters of raising taxes for families making more than $250,000. It struck me - if you are so inclined - that a great way to register your opinion would be: just give the money away. This thought led me to today's subject: charitable giving.
Note: The contents of this site are general in nature and not intended as specific investment advice. All investments are subject to risk; including loss of investment value. If you have any question regarding investments or concepts in these pages, please consult with an investment professional.