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From: "Scott Durrett" <scott.durrett@afs.ameriprise.com>
To: <danny@sterlingcal.com>
Subject: Are you making these 6 common tax mistakes?
Date: Tue, 07 Nov 2023 06:31:16 -0600
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 November 2023From My Practice(R)
  
 
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 6 common tax mistakes to avoid
  
 
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 Scott Durrett 
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  Dalton and Associates
  A private wealth advisory practice of Ameriprise Financial Services, LLC 
      
 
  
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 Scott Durrett

 Financial Advisor

  Associate Vice President

   Dalton and Associates

  A private wealth advisory practice of Ameriprise Financial Services, LLC 

  

    2029 Century Park E Ste 2550

  Los Angeles, California 90067-2936

 

  

  Office Phone: 562.308.4526562

   Email: scott.durrett@ampf.com

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table { border-spacing: 0; font-family: sans-serif; color: #4d4e53; }
td { padding: 0; }
img { border: 0; }
/* outlook visited link state */
span.MsoHyperlink { mso-style-priority:99; color:inherit; text-decoration: inherit; }
span.MsoHyperlinkFollowed { mso-style-priority:99; color:inherit; text-decoration: inherit; }
/* end outlook visited link state */
.wrapper { width: 100%; table-layout: fixed; -webkit-text-size-adjust: 100%; -ms-text-size-adjust: 100%; }
.webkit { max-width: 620px; /* set to max-width of full email */ 
   margin: 0 auto; }
.full-width-image img {
            width: 100%;
            max-width: 620px; /* set to max-width of full email */
            height: auto; }
.multi-column-align-top .column {
            width: 100%;
            max-width: 620px;  /* set to width at which you'd like the column to scale to 100% */
            display:inline-block;
            vertical-align: top; /* this will align the column just as if it's a table cell */ }
.multi-column-align-middle .column { width: 100%; max-width: 620px;  /* set to width at which you'd like the column to scale to 100% */
            display:inline-block;vertical-align: middle; /* this will align the column just as if it's a table cell */ }
.multi-column-align-bottom .column { width: 100%; max-width: 620px;  /* set to width at which you'd like the column to scale to 100% */
   display:inline-block; vertical-align: bottom; /* this will align the column just as if it's a table cell */ }
</style>
      <!--[if gt mso 15]>       <style type="text/css" media="all">          /* Outlook 2016 Height Fix */          table, tr, td {border-collapse: collapse;}          tr { font-size:0px; line-height:0px; border-collapse: collapse; }       </style>       <![endif]-->
      <!--[if mso]>       <style>          td{          font-family: Arial, Helvetica, sans-serif !important;          }            </style>       <![endif]-->
      <!--[if gte mso 9]>       <xml>          <o:OfficeDocumentSettings>             <o:AllowPNG/>             <o:PixelsPerInch>96</o:PixelsPerInch>          </o:OfficeDocumentSettings>       </xml>       <![endif]-->
      <!--[if gte mso 9]>       <style>          .outlookfix{font-size:0%; line-height:0;}  </style> <![endif]-->
 
<style type="text/css">
 body { margin:0; padding:0; width:100% !important; overflow-y:scroll; -ms-text-size-adjust:100%; -webkit-text-size-adjust: 100%; font-family:Helvetica, Arial, sans-serif; }
 table { mso-table-lspace:0pt; mso-table-rspace:0pt; border-collapse: collapse; }
 a[href^=tel]{ color:inherit; text-decoration:none; }
 a { color:inherit; text-decoration:none; }
 .ExternalClass * { line-height: 100%; } 
</style>

<style>
        /*Outlook.com does not support media queries. Target Outlook.com using this format.*/
        /*Force Outlook 365 to full width so it doesn't look broken when browser window is smaller than max width.*/
        [owa] .webkit{
            width:620px!important;
        }
        [owa] .desktopShow{
            display:block!important;
        }
        [owa] .desktopHide {
            display:none!important;
        }
        [owa] .desktopDisplayInline {
            display: inline!important;
        }
        [owa] .desktopWidth360px {
            max-width: 360px!important;
        }
        [owa] .desktopWidth300px {
            max-width: 300px!important;
        }
        [owa] .desktopWidth290px {
            max-width: 290px!important;
        }
        [owa] .desktopWidth280px {
            max-width: 280px!important;
        }
        [owa] .desktopWidth240px {
            max-width: 240px!important;
        }
        [owa] .desktopWidth220px {
            max-width: 220px!important;
        }
        [owa] .desktopWidth206px {
            max-width: 206px!important;
        }
        [owa] .desktopWidth186px {
            max-width: 186px!important;
        }
        [owa] .desktopWidth180px {
            max-width: 180px!important;
        }
        [owa] .desktopWidth160px {
            max-width: 160px!important;
        }
        [owa] .desktopWidth154px {
            max-width: 154px!important;
        }
        [owa] .desktopWidth142px {
            max-width: 142px!important;
        }
        [owa] .desktopWidth130px {
            max-width: 130px!important;
        }
        [owa] .desktopWidth120px {
            max-width: 120px!important;
        }
        [owa] .desktopWidth64px {
            width: 64px!important;
        }
        [owa] .desktopWidth40px {
            width: 40px!important;
        }
        [owa] .desktopWidth20px {
            width: 20px!important;
        }
        [owa] .desktopFont36px {
            font-size: 36px!important;
            line-height: 40px!important;
        }
        [owa] .desktopPaddingBottom40px {
            padding-bottom: 40px!important;
        }
        [owa] .desktopPaddingBottom35px {
            padding-bottom: 35px!important;
        }
        [owa] .desktopPaddingBottom0px {
            padding-bottom: 0px!important;
        }
        [owa] .desktopPaddingTop40px {
            padding-top: 40px!important;
        }
        [owa] .desktopPaddingTop35px {
            padding-top: 35px!important;
        }
        [owa] .desktopPaddingTop30px {
            padding-top: 30px!important;
        }
        [owa] .desktopPaddingLeft40px {
            padding-left: 40px!important;
        }
        [owa] .desktopPaddingRight40px {
            padding-right: 40px!important;
        }
        [owa] .desktopPaddingRight30px {
            padding-right: 30px!important;
        }
        [owa] .desktopPaddingRight20px {
            padding-right: 20px!important;
        }
</style>

<style>
        /*Modules*/
        h2 {
            font-family: Arial, Helvetica, sans-serif; 
            color: #4d4e53;
            font-size: 18px;
            margin: 0 0 0 20px;
            padding: 20px;
            border: solid 1px #4d4e53;
            background-color: #fad7b1;
            text-transform: uppercase;
        }
        
        /* Basics */
        body {
            margin: 0 auto!important;
            padding: 0;
            background-color: #ffffff;
            -webkit-text-size-adjust: none; 
        }
        table {
            border-spacing: 0;
            font-family: sans-serif;
            color: #4d4e53;
        }
        td {
            padding: 0;
        }
        img {
            border: 0;
        }
        /* outlook visited link state */
        span.MsoHyperlink {
            mso-style-priority:99;
            color:inherit;
            text-decoration: inherit;
        }
        span.MsoHyperlinkFollowed {
            mso-style-priority:99;
            color:inherit;
            text-decoration: inherit;
        }
        /* end outlook visited link state */
        .wrapper {
            width: 100%;
            table-layout: fixed;
            -webkit-text-size-adjust: 100%;
            -ms-text-size-adjust: 100%;
        }
        .webkit {
            max-width: 620px; /* set to max-width of full email */
            margin: 0 auto;
        }
        .full-width-image img {
            width: 100%;
            max-width: 620px; /* set to max-width of full email */
            height: auto;
        }
        .multi-column-align-top .column {
            width: 100%;
            max-width: 620px;  /* set to width at which you'd like the column to scale to 100% */
            display:inline-block;
            vertical-align: top; /* this will align the column just as if it's a table cell */
        }
        .multi-column-align-middle .column {
            width: 100%;
            max-width: 620px;  /* set to width at which you'd like the column to scale to 100% */
            display:inline-block;
            vertical-align: middle; /* this will align the column just as if it's a table cell */
        }
        .multi-column-align-bottom .column {
            width: 100%;
            max-width: 620px;  /* set to width at which you'd like the column to scale to 100% */
            display:inline-block;
            vertical-align: bottom; /* this will align the column just as if it's a table cell */
        }   
 </style><style type="text/css">
.ExternalClass * { line-height: 112%; }
.ExternalClass p, .ExternalClass span, .ExternalClass font, .ExternalClass td { line-height: 112%; }
a[href^=tel], .nolinkcolor > a { /* this is the iOS and Outlook.com styling override */
 color: inherit;
 text-decoration: none;
}
.sup, td { -webkit-text-size-adjust: none; }
table, td {
 border-collapse: collapse;
 padding: 0px;
 margin: 0px;
 mso-table-lspace: 0pt;
 mso-table-rspace: 0pt;
}
em { font-style: italic; }
strong { font-weight: bold; }
.link { /* use this span insde the link tag to fix links for Outlook 2013/16 */
 color: inherit;
 text-decoration: inherit;
}
.appleLinks a {
 color: inherit !important;
 text-decoration: none !important;
}
.appleLinks2 a { color: inherit !important; }
a[x-apple-data-detectors] {
 color: inherit !important;
 text-decoration: none !important;
 font-size: inherit !important;
 font-family: inherit !important;
 font-weight: inherit !important;
 line-height: inherit !important;
}
th { font-weight: normal; }

@media screen and (max-width: 550px) {
/***** Global Styles *****/
*[class].full, .full { width: 100% !important; }
*[class].table-main, .table-main { width: 100% !important }
*[class].table90, .table90 { width: 70% !important }
*[class].fullgmail, .fullgmail {width: 100% !important; min-width: 320px !important;}
*[class].hide, .hide { display: none !important; }
*[class].mobileshow, .mobileshow {
 display: block !important;
 width: auto !important;
 overflow: visible !important;
 float: none !important;
 max-height: none !important;
 line-height: normal !important;
 visibility:visible !important;
 font-size:inherit !important;
}
*[class].nopad, .nopad { padding: 0px 0px 0px 0px !important; }
*[class].padmain, .padmain {
 padding-top: 15px !important;
 padding-bottom: 10px !important;
 padding-left: 0 !important
}
*[class].padmain2, .padmain2 {
 padding-top: 15px !important;
 padding-bottom: 10px !important;
 padding-left: 20px !important
}
*[class].displayBlock, .displayBlock {
 width: 100% !important;
 display: block !important;
}
*[class].widthauto, .widthauto { width: auto !important }
*[class].borderadius, .borderadius { border-radius:3px !important;-moz-border-radius:3px !important;-webkit-border-radius:3px !important; height:40px !important; width:auto !important}
*[class].padT10, .padT10 {
 padding-top: 15px !important;
 padding-bottom: 15px !important;
 padding-left: 0 !important;
}
*[class].padbot2, .padbot2 { padding: 42px 0px 21px 0px !important; }
*[class].padbtm, .padbtm { padding-bottom: 20px !important; }
*[class].padbtm10, .padbtm10 { padding-bottom: 10px !important; }
*[class].padBTM, .padBTM { padding-bottom: 20px !important }
*[class].alignleft, .alignleft {
 text-align: left !important;
 padding-bottom: 5px !important;
 padding-left: 20px !important
}
*[class].alignleft2, .alignleft2 {
 text-align: left !important;
 padding-bottom: 22px !important;
 padding-left: 20px !important
}
*[class].nopad, .nopad { padding: 0px 0px 0px 0px !important; }
*[class].padR20, .padR20 { padding-right: 50px !important; }
*[class].padterms20, .padterms20 { padding-right: 20px !important }
*[class].imgwdth90, .imgwdth90 { width: 90% !important }
*[class].heroheading, .heroheading { padding-top: 38px !important; }
*[class].heroheadPadBtm, .heroheadPadBtm { padding-bottom: 38px !important; }
*[class].brkblk, .brkblk {
 display: block !important;
 margin-bottom: 15px;
}
*[class].aligncenter, .aligncenter {
 text-align: center !important;
 padding: 0 30px 12px 30px !important
}
*[class].heightinher, .heightinher { height: inherit !important }
*[class].padleft20, .padleft20 { padding-left: 20px !important;padding-right: 20px !important; }

*[class].pad11, .pad11 { padding-left: 20px !important;padding-right: 20px !important; }
*[class].txtalign, .txtalign { padding: 0px 0px 18px 15px !important; }
*[class].txtalign2, .txtalign2 {
 text-align: right !important;
 padding: 8px 4px 12px 15px !important;
}
 *[class].Acenter, .Acenter{text-align:center !important;}
 *[class].pdl30, .pdl30{padding-left: 30px !important;}
  *[class].setblock, .setblock{display: block !important;}
 *[class].Mtext, .Mtext{font-size: 14px !important; line-height: 16px !important; color: #000000 !important; letter-spacing: 0px !important; padding-top: 5px !important; }
 *[class].Lpad, .Lpad{ padding-left:10px !important;}
 *[class].set90P, .set90P{width:88px !important; height: auto !important;}
 *[class].set40P, .set40P{width:45px !important; height: auto !important;}
 *[class].set200P, .set200P{width:201px !important; height: auto !important;}
 *[class].padleft37, .padleft37 { padding-left: 40px !important;padding-right: 39px !important; width: auto !important; }
 *[class].paddr5P, .paddr5P{padding-right:5px;}
}
</style>
   </head>
   <body bgcolor="#ffffff" style="margin: 0px; padding: 0px; -webkit-text-size-adjust:none; -ms-text-size-adjust: none;"><style type="text/css">
div.preheader 
{ display: none !important; } 
</style>
<div class="preheader" style="font-size: 1px; display: none !important;">Plus, Social Security myths debunked.</div>
      <img src="https://click.afs.ameriprise.com/open.aspx?ffcb10-fec612727067067a-fe581777736403747214-fe31117171640478711374-ff921c75-fe5b15777c66007f7113-ff2810797061&d=110028&bmt=0" width="1" height="1" alt="">
      <table bgcolor="#ffffff" border="0" cellpadding="0" cellspacing="0" width="100%" style="table-layout:fixed;">
         <tr class="outlookfix">
            <td align="center" valign="top">
               <div align="center">
                  <table width="620" border="0" cellspacing="0" cellpadding="0" align="center" class="container" style="width: 620px;">
                     <tr class="outlookfix">
                        <td align="center" valign="top" bgcolor="#ffffff">
                           
<table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner">
<table border="0" cellpadding="0" cellspacing="0" width="100%">
  <!-- START FORCE WIDTH 600px FOR GMAIL/ANDROID -->
  <tr class="mobileHide">
    <td>
      <table align="center" border="0" cellpadding="0" cellspacing="0" width="600">
        <tr>
          <td border="0" cellpadding="0" cellspacing="0" height="1" style="height: 1px; line-height: 1px; font-size: 1px; min-width: 600px;">
            &nbsp;
          </td>
        </tr>
      </table>
    </td>
  </tr>
  <!-- END FORCE WIDTH 600px FOR GMAIL/ANDROID-->
  <tr>
    <td align="center">
      <div style="height: 12px; line-height: 12px; font-size: 12px; mso-line-height-rule: exactly;">
        &nbsp;
      </div>
      <!--start header-->
      <table border="0" cellpadding="0" cellspacing="0" class="mobileWidth100Percent" style="margin: 0px auto; width: 600px;" width="600">
        <tr>
          <td class="mobileWidth22px" style="width: 28px;" width="28">
            &nbsp;
          </td>
          <td>
            <table border="0" cellpadding="0" cellspacing="0" dir="rtl">
              <tr>
                <th align="right" class="mobileStack mobilePadBot20px" dir="ltr" style="width: 200px; text-align: right; font-weight: normal; vertical-align: middle;" valign="middle" width="200">
                  <!--Comerica brand--><div style="width: 200px; text-align: center;">
                  <a  href="https://click.afs.ameriprise.com/?qs=3b6dea90749f41a00b166155d6cb5a9753f0db7954d8b662dd6f34cea81b2c016778c0a759e4ca73a4e074880a2033b3dfedf7b99d14044851e683fb6c9a9ed7" target="_blank"><img alt="Ameriprise" border="0" height="43" src="https://image.s11.sfmc-content.com/lib/fe31117171640478711374/m/1/d8f88d3a-66ca-479a-9629-21537266f7b2.png" style="display: block;" width="200"> </a>
                  <div style="text-align: center; color: rgb(95, 106, 114); line-height: 17px; font-family: &quot;Times New Roman&quot;, Times, serif; font-size: 14px; mso-line-height-rule: exactly;">
                    Dalton and Associates</div>
                  </div> 
                  <!--PWA Team brand end--> 
                  <!--PWA advisor brand--> </th>
                <th align="left" class="mobileStack" dir="ltr" style="width: 344px; text-align: left; color: rgb(77, 78, 83); line-height: 30px; font-family: &quot;FranklinGothicBook&quot;, Arial, Helvetica, sans-serif; font-weight: normal; vertical-align: bottom; mso-line-height-rule: exactly;" valign="bottom" width="344">
                  <div style="line-height: 18px; font-size: 14px; mso-line-height-rule: exactly;">
                    November 2023</div>
                  <div style="font-family: &quot;PublicoHeadlineRoman&quot;, &quot;Times New Roman&quot;, Times, serif; font-size: 24px;">From My Practice<span style="line-height: 14px; font-size: 10px; vertical-align: 11px; mso-line-height-rule: exactly;">&reg;</span>
                  </div>
                  <div style="height: 4px; line-height: 4px; font-size: 4px;">
                    &nbsp;
                  </div>
                  <div style="line-height: 18px; font-size: 14px; mso-line-height-rule: exactly;">
                    Prepared for: Danny Groina
                  </div>
                </th>
              </tr>
            </table>
          </td>
          <td class="mobileWidth22px" style="width: 28px;" width="28">
            &nbsp;
          </td>
        </tr>
      </table>
      <!--end header-->
    </td>
  </tr>
</table></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"></td></tr></table>
                           
                        </td>
                     </tr>
                     <tr class="outlookfix">
                        <td align="center" valign="top" bgcolor="#ffffff">
                           <table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><!--start prospect body--> 
<div style="height:12px; font-size:12px; mso-line-height-rule: exactly; line-height:12px;">&nbsp;
</div>
<!--start hero-->
<table width="100%" cellpadding="0" cellspacing="0" border="0">
  <tr>
    <td align="center">
      <table class="mobileWidth100Percent" width="600" cellpadding="0" cellspacing="0" border="0" style="width: 600px; margin: 0 auto;">
        <tr>
          <td class="mobileWidth22px" width="28" style="width: 28px;">&nbsp;
          </td>
          <td bgcolor="#003f6b">
            <!--start article 1-->
            <!--start hero image-->
            <table width="100%" cellpadding="0" cellspacing="0" border="0" bgcolor="#003f6b">
              <tr>
                <td>
                  <div style="display:none; visibility:hidden; width:0; height:0; overflow:hidden; mso-line-height-rule: exactly; line-height:0; font-size:0; margin:0; padding:0; max-height:0;" class="mobileShow">
                    <a href="https://click.afs.ameriprise.com/?qs=3b6dea90749f41a03b7212ff6957f195dc4d76a889fb1e55ac41d0206a0252f69662ff4185d73db9af319bc6b35903b1e8ca6844c1b2a6c38c7d135f121693de"  target="_blank">
                      <img src="https://image.afs.ameriprise.com/lib/fe31117171640478711374/m/1/ca1ab25f-bbe7-4d7e-8eea-6662a0276f98.png" alt="Article Image" width="0" height="0" border="0" style="display: block;" class="mobileHero">
                    </a>
                  </div>
                  <table width="100%" cellpadding="0" cellspacing="0" border="0" class="mobileHide">
                    <tr>
                      <td valign="top" style="text-align: center; border-collapse:collapse; mso-table-lspace:0pt; mso-table-rspace:0pt;">
                        <a href="https://click.afs.ameriprise.com/?qs=3b6dea90749f41a09269769067bc44ddedeb0822ba39ff68a1b02f37d801b00a7fe1d62b74aed4e9c4b0d87c25cb3c748ad6949163624593e4ac5310b5254748"  target="_blank">
                          <img src="https://image.afs.ameriprise.com/lib/fe31117171640478711374/m/1/86919a9a-e451-4bbc-8a41-fbae79155b65.png" alt="Article Image" width="572" height="235" border="0" style="display: block;">
                        </a>
                      </td>
                    </tr>
                  </table>
                </td>
              </tr>
            </table>
            <!--end hero image-->
            <!--start hero copy-->
            <table width="100%" cellpadding="0" cellspacing="0" border="0" bgcolor="#003f6b">
              <tr>
                <td width="18" class="mobileWidth12px">&nbsp;
                </td>
                <td align="left" style="font-size: 15px; mso-line-height-rule: exactly; line-height: 23px; color: #ffffff; font-family: 'Franklin Gothic Book', Arial, Helvetica, sans-serif;">
                  <div class="mobileHeight12px" style="height: 20px; font-size: 20px; mso-line-height-rule: exactly; line-height: 20px;">&nbsp;
                  </div>
                  <div style="font-size: 25px; mso-line-height-rule: exactly; line-height: 28px; font-family: 'Publico Headline Roman', 'Times New Roman', Times, serif;">
                    6 common tax mistakes to avoid
                  </div>
                  <div style="height: 8px; font-size: 8px; mso-line-height-rule: exactly; line-height: 8px;">&nbsp;
                  </div>
                  Lessen the impact of taxes on your portfolio by steering clear of these common missteps.
                  <div style="height: 12px; font-size: 12px; mso-line-height-rule: exactly; line-height: 12px;">&nbsp;
                  </div>
                  <table cellpadding="0" cellspacing="0" border="0" style="border-collapse: collapse;">
                    <tr>
                      <td style="border: solid 3px #CBCCCE; mso-padding-alt: 6px 14px;">
                        <a   data-linkto="other" href="https://click.afs.ameriprise.com/?qs=3b6dea90749f41a09269769067bc44ddedeb0822ba39ff68a1b02f37d801b00a7fe1d62b74aed4e9c4b0d87c25cb3c748ad6949163624593e4ac5310b5254748" target="_blank" style="padding: 6px 9px; text-transform: uppercase; color: #ffffff; font-size: 14px; mso-line-height-rule: exactly; line-height: 17px; text-decoration: none; display: block; font-family: 'Franklin Gothic Medium', Arial, Helvetica, sans-serif;">AVOID THE MISTAKES</a>
                      </td>
                    </tr>
                  </table>
                  <div style="height: 18px; font-size: 18px; mso-line-height-rule: exactly; line-height: 18px;">&nbsp;
                  </div>
                </td>
                <td valign="bottom" class="mobileWidth13Percent" width="40" style="vertical-align: bottom;">
                  <img class="dark-img" src="https://image.s11.sfmc-content.com/lib/fe31117171640478711374/m/1/e9bf1acd-d53b-4de7-aa79-85a288fa4bb8.gif" alt="" width="40" height="40" border="0" style="display: block;">
                </td>
              </tr>
            </table>
            <!--end hero copy-->
            <!--end article 1-->
          </td>
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    </td>
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</table>
<!--end hero-->
<!--start body articles-->
<table width="100%" cellpadding="0" cellspacing="0" border="0">
  <tr>
    <td align="center">
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        <tr>
          <td class="mobileWidth34px" width="28" style="width: 28px;">&nbsp;
          </td>
          <td>
            <!--start article 2-->
            <table width="100%" cellpadding="0" cellspacing="0" border="0">
              <tr>
                <th class="mobileStack" valign="top" style="font-weight: normal; text-align: left; vertical-align: top;">
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            The views expressed by Ameriprise affiliates are as of the date given, may change as market or other conditions change, and may differ from views expressed by other Ameriprise Financial associates or affiliates. Newsletter information and opinions from third-party sources are believed to be reliable, but accuracy and completeness cannot be guaranteed. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions; it is not intended as advice designed to meet the particular needs of an individual investor.
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