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Recognizing overseas losses to offset future US gains

By Terry Allen, CFP®, AWMA posted 01-20-2014 13:01

  
Christopher,

Try Brian Rowbotham or Peter Trieu at Rowbotham and Co. in San Francisco.  They specialize in international clients.

Website is www.rowbotham.com


Terry Allen, CFP®
Accredited Wealth Management Advisor
Enhance Wealth Advisors
700 Ygnacio Valley Road, Suite 200, Walnut Creek, CA 94596
(925) 932-4494 direct   (925) 932-9044 fax
[email protected]


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