The Coffee House Investor

Smart Tax Strategies as Election Nears


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Taxes are likely to be the biggest drain on your portfolio over a lifetime of Investing.  

Have you created a portfolio that integrates all dimensions of tax management within your financial plan?    

Regardless of which administration occupies the White House in 2021, there are likely to be significant tax changes on the horizon.  

Todd Flynn, owner and advisor at Soundmark Wealth Management has written an insightful piece on tax issues to consider as election season heats up and the year winds down.    

His article can be found at   https://mailchi.mp/1d95f29021e7/pdyihetu2i  

 Information on Coffeehouse Investor Ground Rules are found at  https://www.coffeehouseinvestor.com

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The Coffee House InvestorBy Bill Schultheis

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