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.
