Beat the Tax Law Change

Dennis McCarthy – (213) 222-8260 – dennis@monarchbayassociates.com

We’re seeing a surge in inquiries by significant shareholders at small cap public companies who are considering a sale of their shares before their tax rates rise at year end.

In 2013, the capital gains tax rate along with the Medicare element is expected to result in an effective tax rate of 23.8% for higher income individuals from 15% today, almost a 60% increase.

We can assist your shareholders in completing stock sales yet this year before the tax law changes.

Monarch Bay’s experienced professionals can assist your shareholders with registered secondaries, block trades or dribble out programs to fit your shareholders’ goals and the situation.

We’re also pleased to announce the addition of several highly experienced institutional salesmen to the Monarch Bay team.  Our expanded team will help complete these year-end stock sales plus help increase institutional awareness well into the new year.

It’s important to get on this right away.  There’s not much time left this year.

Please contact me to discuss your shareholders’ stock sales or any capital market projects.