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
- 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
- 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.
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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
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|Eliot J. Lewiskin,
|Certified Public Accountants
|2125 Center Avenue, Suite 307
|Fort Lee, NJ 07024