Taking on Tax TimeBy D. Linette Dobbins, CFPmake major purchases or sales, beginme rolls around. Sometimesonce taxPresident/CCO, MWMor end a business, pass assets on to inin our consultations, we can spot op.Making a major purchasedividuals or organizations, or if errorsportunities that were lost because theCo-Branch Manager, RJor salewere made in previous filingsclient didn't seek advice before makingSelling or transferringUnless you can file a simple 1040EZWhile most people aren't looking for-financial or lifestyle decision, The ac-form, taxward to tax season, there are steps wetions taken at season is probably your leastthe inopportune time, ora businesscan take to make tax filings less stress-n a less than optimal manner, can havefavorite time of the year. Over timGiving a large cash gift tofinancial sand shortfalls canful. As financial advisors, we help ournk.greater impactan we miga family member or friendplicate our tax record keeping.clients make decisionsthroughout theWe recommend that you consult youryear that can resulin better outcomesfinancial advisor before:This can be especially true when wePlanning for a largedonation to a communityorganization or causeExercising stock optionsor initiating retirementAdvisors at McGee Wealth Manage-ment make themselves available byphone, emain-person, or Skypewhenever our clients need to consulWhile we understandnvestmentperformance is key to asset building,our planning-centric approach canbetter lead to long-term financial andfestyle uccess. n addition, we workwith our clients' tax and legal advisorsto enable your advisory team to get afull financial picture.MCGEE WEALTHMANAGEMENTAN INDEPENDENT FIRMwww. McGee WM.com(503) 597-2222Since 1988, Linette Dobbins, CFPE, has been a driving force bebind the success of McGee Wealth Management, Inc.12455 SW 68th AvePortland, Oregon 97223 www.mcgeeum.comfirms. Learn more about Linette Dobbins at the McGee Wealth Management website: D. Linette Dobbins, CFPE is a Wealth Manager, President, and Co-Branch Manager of McGee Wealth Management, Inc, offering securities through Raymond JFinancial Services,nci Member FINRA/SIPC. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Anyopinions are those ofD. Linette Dobbins. While we are familiar with the tax provisions of the issues presented herein, as Financial Adviof RFS, we are not qualified to render amatters. You should discuss tax or legal matters with the appropriate professionalPrior to making an nvestment decision, please consultwith your financial advisor aboutyour individual situation

Date: March 20, 2017

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Taking on Tax Time By D. Linette Dobbins, CFP make major purchases or sales, begin me rolls around. Sometimes once tax President/CCO, MWM or end a business, pass assets on to in in our consultations, we can spot op. Making a major purchase dividuals or organizations, or if errors portunities that were lost because the Co-Branch Manager, RJ or sale were made in previous filings client didn't seek advice before making Selling or transferring Unless you can file a simple 1040EZ While most people aren't looking for- financial or lifestyle decision, The ac- form, tax ward to tax season, there are steps we tions taken at season is probably your least the inopportune time, or a business can take to make tax filings less stress- n a less than optimal manner, can have favorite time of the year. Over tim Giving a large cash gift to financial s and shortfalls can ful. As financial advisors, we help our nk. greater impact an we mig a family member or friend plicate our tax record keeping. clients make decisions throughout the We recommend that you consult your year that can resul in better outcomes financi al advisor before: This can be especially true when we Planning for a large donation to a community organization or cause Exercising stock options or initiating retirement Advisors at McGee Wealth Manage- ment make themselves available by phone, emai n-person, or Skype whenever our clients need to consul While we understand nvestment performance is key to asset building, our planning-centric approach can better lead to long-term financial and festyle uccess. n addition, we work with our clients' tax and legal advisors to enable your advisory team to get a full financial picture. MCGEE WEALTH MANAGEMENT AN INDEPENDENT FIRM www. McGee WM.com (503) 597-2222 Since 1988, Linette Dobbins, CFPE, has been a driving force bebind the success of McGee Wealth Management, Inc. 12455 SW 68th Ave Portland, Oregon 97223 www.mcgeeum.com firms. Learn more about Linette Dobbins at the McGee Wealth Management website: D. Linette Dobbins, CFPE is a Wealth Manager, President, and Co-Branch Manager of McGee Wealth Management, Inc, offering securities through Raymond J Financial Services, nci Member FINRA/SIPC. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or co mplete. Any opinions are those ofD. Linette Dobbins. While we are familiar with the tax provisions of the issues presented herein, as Financial Advi of RFS, we are not qualified to render a matters. You should discuss tax or legal matters with the appropriate professional Prior to making an nvestment decision, please consult with your financial advisor about your individual situation

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