Investment Review

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:

  • Capital gains and qualifying dividends carry a favored tax status. The maximum tax rate on both is currently 15%. Consider putting more dollars in investments that pay qualifying dividends and return capital gains.
  • 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.
  • Investments which produce high taxable annual interest income and nonqualifying dividends can be given to family members who are in lower tax brackets, thereby saving taxes for the overall family group.
  • 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.

Check out these links.

We do not endorse any products, services, or businesses you may find by following these links. Do not enter into any transaction until you and your advisors are satisfied that you are getting what you are paying for.

  U.S. Securities and Exchange Commission - investor assistance, fraud cases, SEC filings and small business information
  USA Today - Top Money News
  Federal Reserve Bank of New York - interest rates on treasury bills and much more!
  Stock Quotes - Reuter's
  The American Stock Exchange
  NASDAQ Exchange - stock quotes
  New York Stock Exchange
  Securities and Exchange Commission (S.E.C.) - Edgar Database
  American Association of Individual Investors (AAII)
  Daily Stocks - get quotes, charts, and SEC filings
  The Financial Center - bookstore for investors, chat rooms, news desk
  Fund Alarm - changes in fund managers, buying and selling of fund information
  InfoBeat - have e-mail notices sent to you about your stocks
  Stockfind - financial news by industry and an IPO corner
  Wall Street Directory - shopping mall for software, books, and magazines about investing

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Eliot J. Lewiskin, CPA, PA
Eliot J. Lewiskin, CPA, PA
Certified Public Accountants
2125 Center Avenue, Suite 307
Fort Lee, NJ 07024
Tel: (201) 592-8160
Fax: (201) 592-8199