I’d like to wish a meaningful fast to my friends observing Yom Kippur.
The seasons changing are always a good time to reflect. Happy Fall!
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
Tax Day has come and gone, but tax efficient investing should be a priority year-round. Incorporate tax management strategies into your wealth plan today, to help you prepare for tomorrow.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Did you receive a tax refund this year? Instead of splurging on the latest gadgets or a vacation, consider how you can use the proceeds to improve your financial well-being. This article has some helpful ideas:
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Tips to Prepare for Tax Day | Morgan Stanley
Tax Day 2020 has past, but it’s never too late to start incorporating tax efficiency into your wealth plan. Learn how active tax management can help you save more for your goals and keep more of what you’ve earned.
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Tax Strategy Moves for Your Investments | Morgan Stanley
My daughter and I walked this morning at Brook Run Park in Dunwoody, GA. Our steps will contribute to millions of meals delivered by Morgan Stanley to those in need. Move for Meals is one of the many ways my coworkers and I are giving back to the communities we live in. #volunteering #motherdaughter #MSGivesBack #community #giveback
Hunger is a real issue facing our local community. That’s why my Morgan Stanley colleagues and I will walk this weekend in honor of
#WorldFoodDay as part of Move for Meals to deliver
millions of meals to those in need. #MSGivesBack #community #giveback #volunteering
Many of my colleagues and I dedicated this weekend to walking in support of Morgan Stanley’s participation in Move for Meals. Amid the pandemic, it is estimated that 1 in 4 people globally could face hunger in 2020. We’re working to change this outcome. My walking partner today was the youngest member of our family, Reese. 🐶❤️ #community #giveback #MSGivesback
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
On Veteran’s Day, and every day, I’m grateful to those who have served.
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Honored to have been invited to participate in the Barron’s Women Summit 2020 this week. This 5 day event brings together the best minds in the wealth-management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession. It includes discussion on the challenges facing the wealth management industry, strategies for improving outcomes, and business growth. I look forward to implementing knowledge gathered from the summit in my practice. https://www.barrons-advisor.com/women.html
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Women
Warmest wishes for a Happy Chanukah!
Today is the first day of winter! What traditions are you looking forward to this season?
Tax efficiency makes a big difference. Let’s talk before year-end.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you.
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These Steps May Reduce Your Taxes | Morgan Stanley
‘Tis the season for joy, love and peace. Merry Christmas!
Wishing everyone a happy and healthy New Year!
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
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Elements of a Tax-Smart Portfolio | Morgan Stanley
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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Tips to Prepare for Tax Day | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more:
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Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!
Don’t forget to set your clocks forward this Sunday!
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
