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Tax
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We will act as your sounding board. We will review your investment ideas with you and your investment advisor and
suggest the best structure to maximize your after-tax return.
Don't ignore the impact of taxes on your investments. While taxes should not drive your
investment strategy, understanding how taxes affect your earnings will help you minimize
taxes and maximize your return. Consider these items:
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You can take an annual
deduction of up to $3,000 of capital losses in excess of capital
gains. Consider balancing your winners and losers to maximize
this deduction each year. |
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Investments which
produce high taxable annual income can be given to family members
who are in lower tax brackets, thereby saving taxes for the
overall family group. |
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Depending on your
tax bracket, you may benefit from investing in municipal bonds.
The level of these investments may need to be adjusted as your
total income picture changes. |
What
are you interested in?
Our
Home Page | Tax Planning | Investment
Review
Financial Consulting | Financial
Calculators
Estate and Gift Planning | Recordkeeping
Business Problem Solving | Financial
Statements & Audits
Beyond a Tax Return |
Software Support | Links
of Interest
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