Making Lemonade out of Lemons with Tax-Loss Harvesting

Managing Your Wealth: Your Vision, Our Guidance

Join PKF Mueller President, Jeffrey A. Delheimer, CPA, and Sal DiTusa as they discuss Tax-Loss Harvesting, a strategy to help turn portfolio losses into tax breaks.

For more information, visit www.muellerfinancialsolutions.com or contact one of our qualified advisors:
Jeffrey A. Delheimer, CPA
President
[e-mail]
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. No strategy assures success or protects against loss. PKF Mueller and Mueller Financial Services, Inc. Are separate unaffiliated entities. Sal DiTusa is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT WEALTH MANAGEMENT LLC, a registered investment advisor and separate entity from LPL Financial.

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Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.