Year-End Planning: KF Advisors Viewpoint

Klingenstein Fields Advisors is pleased to introduce ViewPoint, a publication offering our insights and perspectives on the markets, investments, planning and other topics of interest.

Our first issue focuses on the approaching year end, with helpful hints for tax and philanthropic planning. A well-thought out tax strategy can have a significant impact on your short- and long-term tax liability.  

Download the PDF by clicking on the icon above right.


The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.