6 Ways to Lessen Your Investment Tax Burden

At Morris+D’Angelo, we have always prided ourselves in the way that we approach and consider challenges differently so that we may provide Financial and Business Solutions that perform for the best interests of our Customers’ Bottom-Line.
CPA, Accountant, Portland, Oregon, San Jose, CaliforniaAs a Tax and Business Advisory Firm that believes by helping our customers control their own financial information tools and systems as well as leverage our financial expertise toward our customer’s growth, they will flourish, and be empowered to seek their own paths to success.
With that in mind, here are six ways to lessen your Investment Tax Burden that we practice. 1  

As often as every quarter, Morris+D’Angelo can look at your investments for opportunities to harvest any losses, and determine appropriate strategies. Some harvested losses can be used to offset year-end capital gains, up to $3,000 of ordinary income, or both

Stay Ahead and Lessen Your Investment Tax Burden

Objective: Minimizing Your Taxes 2  
With a plethora of strategies, it’s important to keep in mind that minimizing taxes at the expense of after-tax financial gain is not a prudent course of action. All strategies should be considered net of taxes and transaction fees.

For Insights: Contact Us at Morris+D’Angelo
At Morris+D’Angelo, we often have the insight of our Customers’ entire financial history, that provides for opportunities for us to add value to you as an integral part of your Financial TEAM (Together Each Achieves More).
If you’re unsure where to begin, START by Contacting Us at Morris+D’Angelo.

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