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INVESTMENT REVIEW

WE WILL ACT AS YOUR SOUNDING BOARD
We will review your investment ideas with you and your investment advisor and then 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 three items:

  • Capital gains carry a favored tax status. Consider putting more dollars in investments that 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 income 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.
  • Please note we do not sell investments, we merely advise you about the tax consequences of investing.

 
 
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.

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FREE INITIAL CONFERENCE - Call Us Today For Help On Your Taxes!

CALL US AT 229-985-0176


Contact Us Now!
THE TAX SHOP
16 South Main Street
Moultrie, GA 31776
Ph: 229-985-0176
Email: dennisfutch@gmail.com
 
 

Why don't you call us for a no-charge initial conference? We will discuss your financial and tax situation and determine how we can help you. If your financial affairs are simple, it may be a short meeting. If you have extensive holdings, your needs are more complicated and should be treated accordingly.

What are your chances of being audited by the IRS?
Click HERE to do a quick estimate.