Michael Fischer of AdvisorOne.com quotes Susan Colpitts, executive vice president and co-founder of Signature, in an article about the uncertain future for taxes and how it may impact investors in areas such as charitable giving. While it is too early to determine next year’s environment, Colpitts explains that she expects to see major changes.
Tax Management
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AdvisorOne March 23, 2012 |
Financial Planning February 1, 2012 Ann Marsh of Financial Planning quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about the top tax strategies to consider for 2012. Colpitts advises financial planners look at investment interest expenses for deductions. “For any investor, see if they can deduct interest expenses that they paid on investments and look to see if this is optimized,” she says. “The determination of when this is possible is somewhat complex but planners can check IRS Form 4952 and use tax software to do that calculation.” |
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Reuters October 20, 2011 Marla Brill of Reuters quotes Eric Johnson, principal at Signature, in an article about tax-saving ETF strategies to use before the end of the year. Johnson explains that to harvest a loss, selling an individual stock and replacing it with a sector ETF is beneficial. “It’s not unusual for us to get back into the original stock later on, particularly if the client has a sentimental attachment...” he says. |
CNBC December 9, 2010 Signature executive vice president and co-founder Susan Colpitts is a featured guest on CNBC “Squawk on the Street.” Host Erin Burnett speaks with Susan about new IRS rules and how consumers should prepare their finances for future tax uncertainty. |
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AOL DailyFinance November 27, 2010 Signature relationship manager Justin Fulton is featured in an AOL DailyFinance piece discussing year-end investment strategies. "Now may be a good time to go ahead and bite the bullet and realize those gains before the end of the year, because at least you know you'll be getting a 15 percent tax rate in case the Bush tax rates are not extended," Fulton says. |
The New York Times November 12, 2010 Paul Sullivan of The New York Times features Susan Colpitts, executive vice president and co-founder at Signature, in an article about planning for future tax increases and the impact on philanthropic giving. |
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Bank Investment Consultant November 4, 2010 Susan Colpitts, co-founder and executive vice president at Signature, contributes an article to Bank Investment Consultant. In her piece, “Investing in a Cloudy Tax Environment,” Colpitts discusses the pending expiration of the bush tax cuts and the uncertainty surrounding America’s tax structure. |
Financial Planning September 2010 Issue Financial Planning’s Paul Menchaca features Amanda Gift, vice president at Signature, in an article examining what affluent investors are worried about today. Gift explains that taxes and healthcare reform are prime concerns for her clients. |
