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Politics and Taxes 2010 Workshop

Friday, February 26th, 2010
Politics and Taxes 2010 Workshop

We hope that all of you who attended our Market Outlook Seminar in January found the information helpful.
We enjoyed seeing many of you there and hope that you will be able to attend some of our upcoming events as well.

HOW WILL THIS EFFECT YOU?

Are you looking for some clarification?

Our next open seminar will be on Wednesday, March 10th 2010 and March 11th 2010. We will review information on
the tax changes including the changes in individual, corporation and estate taxes. We will also review the
change to who is eligible to convert their IRA’s into a Roth IRA and help you determine if it would be beneficial to you.

We have two presentation times.

Both presentations located at:
533 West 2600 South, Bountiful UT
Conference Room 24

Please RSVP for correct meal count to Sandy Hunter, 801-295-7373.

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Estate Tax Remains in Flux

Tuesday, February 16th, 2010

Content Prepared by Forefield Inc.
© Copyright 2006 – 2010 Forefield Inc. All rights reserved.


This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

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Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA/SIPC
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Any opinions are those of Ellis Financial Group, Inc. and not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. Past performance may not be indicative of future results. You should discuss any tax or legal matters with the appropriate professional.