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Client Letter | Important Tax Reminder | October 30, 2023

We trust this letter finds you well. As we approach the end of the year, we want to make sure we are optimizing your investment portfolios to the best of our abilities. With tax season for 2022 now behind us, if you have any loss carryforwards, please be sure to let us know. This information will be invaluable in strategizing and planning for year-end tax harvest trades and capital gain distributions.

If you’d rather send us a copy of your final tax returns, you can securely upload your tax return using the following link:

As always, if you have any questions or need assistance with the upload process or any other financial matter, please do not hesitate to reach out to us. We are here to support you every step of the way.

Most sincerely,
The Wealth Advisors at Solis Wealth Management