Schlenner Wenner

June Letter to Clients

Dear Clients and Friends:

This month we would like to do something a little different in our Alert letter. It still pertains to taxes but in a more light-hearted way.

Have you ever thought about what you would do if you won a massive lottery, inherited a significant amount of money or maybe your company’s options finally paid off?

March Letter to Clients

Dear clients and friends,

It’s March and spring should be just around the corner. Some days it feels like it, some days not so much. As we all know it will happen sometime.

In this month’s letter, we would like to bring you up to date on two topics. 1) Things you should know about capital gains and losses. 2) Use of buy-sell agreements between co-owners.