Be on the lookout for our YouTube and Webinar Series: Creating Alpha with the IRS

Not a big fan of the Obama Administration and some of his decisions.  I like the man personally and he looks to be well engaged in his most important job, dad.  Maybe it's Nancy I don't like.

Anyway, the policies of Barry and Nancy and Harry are creating a new way for passive investment advisors to create "alpha" based on the upcoming tax increase.

We will discuss our competitive advantage on many fronts including:

Investment Advisors, Schedule A, Line 23;  Mutual Funds, not deductible.

Turnover Rate:  Capital Gain Distributions just got a lot more expensive.

Positioning:  Are your dividends in a taxable or tax deferred account?

The Roth IRA Conversion:  It may be right for you, but not everyone.

We will be doing this with our friends at Davis and Associates, a multi-state accounting firm.

Stay tuned.