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Eye On Money November/December 2023

Eye On Money November/December 2023

December 15, 2023

We invite you to check out the new issue of Eye On Money! Inside are articles on:

  • Tips to help you trim your 2023 taxes. You may be able to reduce your 2023 taxes if you act soon. Several year-end tax tips and strategies for individuals are presented here. For specific advice, please consult us before the end of the year.
  • How to prepare financially for unexpected events. There are steps you can take before unexpected events (job loss, medical emergency, etc.) happen that can help minimize their impact on your finances. This article looks at three of them.
  • The new clean vehicle tax credit. You may be eligible to claim up to a $7,500 federal tax credit for purchasing a new electric or plug-in hybrid vehicle. Here are six things to know about this newly revamped tax credit.

Also in this issue, you can learn about avoiding wash sales and gain a basic understanding of capital gains and losses and their impact on your taxes. Plus, you can take an armchair tour of Malaysia—from its modern cities to its lush rainforests and tropical beaches. And you can test your knowledge of world geography and discover an array of special exhibitions that await you at art museums this winter.

If you have any questions, please make an appointment in our calendar.

 Eye On Money Nov/Dec 2023

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.