Weston Financial Says “Avoiding Tax Mistakes” Key to Financial Planning
New White Paper Offers Tax Tips for 2013 Planning
WELLESELY, Mass.--(BUSINESS WIRE)-- Weston Financial Group, Inc., a Wellesley, MA-based registered investment advisor with $1.6 billion under management, today released a white paper, “Avoid Tax Mistakes:Taxes Become Strategic for Financial Planning in 2013.”The paper highlights the two types of broad tax strategies and the eight common tax errors people should consider when reviewing their financial plans. The paper also discusses marginal, effective and situational rates, capital gains, managing IRAs, and risk of being enticed by new tax rules.
Information about the white paper, or Weston Financial services, is available by contacting Drew Bottaro , Esq., CFP ® , Weston Financial Group Vice President & Senior Financial Counselor, at 1-781-235-7055. Bottaro, who was recently named a Five Star Wealth Manager by Five Star Professional, has more than 20 years of experience as a financial planning professional.
Weston Financial, a division of Washington Trust Wealth Management , was founded in 1979 to assist affluent families, high net worth corporate executives, and professionals in managing their financial affairs. Weston’s team of wealth managers hold advanced degrees and designations, ranging from JD, MBA, CFP® practitioner, CPA, Masters in Taxation, and Chartered Financial Analyst®. Weston’s services include investment management, retirement planning, estate planning, and tax and risk management. Weston Financial is a division of The Washington Trust Company , the oldest community bank in the nation and is the largest independent bank headquartered in Rhode Island. The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc ., NASDAQ Global Select: WASH, a $3.1 billion corporation headquartered in Rhode Island.
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