Is the Bull market over, and/or is it time to invest in bonds? In this month’s eLetter, we dive into the Bull market and discuss tax strategies vis-a-vis stocks and bonds (To download the January eLetter, click here.)

Looking forward to 2018

Photo by kenwalton on / CC BY

Photo by kenwalton on / CC BY

We at Safe Harbor are looking forward to 2018, not the least because of the new tax legislation coming out of Washington. We’ll refrain from being “pro” or “anti” the bill – because the reality is the law is the law, and we’re here to help you maximize your tax savings under the new bill. Much of it has simply “rearranged the furniture,” so a check in with us will help you “rearrange” your income and assets to be best positioned for the new bill. That said, our eLetter focuses on the other big issue – the booming stock market and whether 2018 will finally see an end to the Bull. We’re not certain, and neither are the articles in the newsletter, but there are tax-friendly ways to invest that weather Bull and Bear markets alike. Happy reading!

About Safe Harbor LLP – a Professional CPA Firm in San Francisco

Safe Harbor LLP is a CPA firm that specializes in accounting and tax services for individuals and businesses throughout the San Francisco Bay Area and greater California. Safe Harbor CPAs helps both individuals and businesses with tax preparation, IRS audit defense, and audited financial statements. The firm prides itself on friendly yet professional service and utilizes state-of-the-art Internet technology to provide quality customer service. Its goal: to be the best CPA firm in San Francisco.

Safe Harbor CPA

Tel. 415.742.4249

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