YOUR TAX PLANNING CHECKLIST FOR YEAR END 2022 AND THE NEW YEAR 2023
Helping You Embrace Life ’ s Transitions .
Since 2004 , BakerAvenue has guided clients through personal and professional life transitions . Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals , families , trusts , foundations and endowments . Driven by our purpose , we strive to make a positive impact on society alongside financial return . We ’ re headquartered in San Francisco with offices in New York , Dallas , Seattle , San Diego , and Sun Valley .
Disclosures
The content provided is for illustration purposes only and information is the opinion of Baker Avenue Asset Management LP and does not constitute investment advice . All information is subject to change . Before purchasing any investment , a prospective investor should consult with its own investment , accounting , legal and tax advisers to evaluate independently the risks , consequences and suitability of any investment as each individual ’ s goals and objectives may vary . Baker Avenue Asset Management LP is registered as an investment adviser with the Securities and Exchange Commission ( SEC ). The firm only transacts business in states where it is properly registered , or is excluded or exempted from registration requirements . Registration does not constitute an endorsement by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability . Baker Avenue Asset Management LP is not engaged in the practice of law or accounting . Baker Avenue Asset Management LP is engaged in the practice of tax for its tax preparation clients . All investment strategies have the potential for profit or loss . Changes in investment strategies , contributions or withdrawals , and economic conditions may materially alter the performance of your portfolio . Past performance is not a guarantee of future success . Different types of investments involve varying degrees of risk , and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client ’ s portfolio . There are no assurances that a portfolio will match or outperform any particular benchmark . Information presented is believed to be factual and up-to-date , but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed . The information provided does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell , or a solicitation of any offer to buy or sell the securities mentioned . Charts and graphs are for educational purposes only and should not be used to predict security prices or market levels . Any suggestion of cause and effect or of the predictability of economic or investment cycles is unintentional .