MABERY CONSULTING, LLC
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Free Tax Guides

Tax - Request your Checklist (1 max)

-      What Issues Should I Consider When Harvesting Capital Losses?
-      What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?
-      Do I Need To Start Making Estimated Federal Income Tax Payments?
-      Important Milestones
-      Important Dates
-      Should I Consider Doing A Roth Conversion?
-      Will I Receive A Step-Up In Basis For This Gifted Property?
-      Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?
-      Will I Have To Pay Tax On The Sale Of My Investment?
-      Important Numbers
-      Is The Distribution From My 529 Plan Subject To Federal Income Tax?
-      Can I Make A Deductible Contribution To My HSA?
-      As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
-      As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
-      Will The Distribution From My HSA Be Tax & Penalty-Free?
-      Will My Roth IRA Conversion Be Penalty-Free?
-      What Issues Should I Consider When Having (Or Adopting) A Child?
-      What Issues Should I Consider When Getting Married?​
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General Education Information Only - Not Intended to be Personal Financial Advice

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​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
ALL RIGHTS RESERVED   COPYRIGHT © 2021
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