Submitted by Wealth Manager Group - Providing Clarity in a Complex World on May 18th, 2015
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Irving M. Eisenberg, Matthew P. Luckham, & Austin D. Hughes are Registered Representatives of and offer securities products and services through Royal Alliance Associates, Inc., a registered broker-dealer, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Montana, Missouri, North Carolina, Ohio, Texas, Virginia, & Washington. No offers may be made or accepted from any resident outside the specific states referenced.
Matthew P. Luckham & Austin D. Hughes are also separately registered as investment adviser representatives under the Wealth Manager Group LLC, a Registered Investment Advisor, offering advisory services in the State of Arizona, California, Florida, New York and Texas . As such, these services are strictly intended for individuals residing in Arizona, California, Florida, New York and Texas .
Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor. Wealth Manager Group LLC is not affiliated with Royal Alliance Associates.
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This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.