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9 Questions to Ask Your CPA at Tax Time

February 09, 2016

Contact

Office: 781.236.0802

Mobile: 617.733.0409

Fax: 866.831.9994

18 Shipyard Drive

Suite 2A

Hingham, MA 02043

FINRA Series 7, 31, 63, and 65; Life, Variable Annuity, Accident and Health Insurance

Eric@ElmTreeCapital.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities are cleared and assets are held through Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, Member NYSE, FINRA, SIPC.

Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA, Member FINRA, SIPC, 978.779.5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment adviser.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

The performance data contained herein represents past performance which does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted. For performance information current to the most recent month end, please contact us.

State Securities laws require that your advisor be registered in the state in which you are a resident. We are licensed to sell and or discuss securities products in the following states: CA, CT, MA, NJ, NH, NY, RI, SC, TX and VA.

Term, permanent, long-term care and/or fixed annuity insurance sales conducted through Elm Tree Capital, LLC are separate and apart from Bolton Global Capital and/or Bolton Global Asset Management.

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