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 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. For More Information 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, complaints, and tips on online investing USA Today - Top Money News - Daily business news updates Federal Reserve Bank of New York - Interest rates on treasury bills and much more Reuter's Moneynet - Up to the second stock information and business headlines Stockmaster - Free stock and funds quotes The American Stock Exchange - Up to the second stock information from the NASDAQ/AMEX exchange NASDAQ Exchange - Up to the second stock informaton from the NASDAQ/AMEX exchange New York Stock Exchange - Delayed market and stock information S.E.C. - Edgar Database - SEC Database of corporate information Mutual Funds - Morningstar Database of 5000+ Funds American Association of Individual Investors (AAII) - Tools for the individual investor Lists of Financial Sites - Numerous financial helpers Tax Tip of the Week | Online Advisor Monthly Newsletter Business Tip of the Month | Financial Tip of the Month Company Profile | Tax Planning | Investment Review Financial Planning | Estate and Gift Planning | Record Keeping Business Problem Solving | Financial Statements and Audits More Than a Tax Return | Employment | Directions Contact Us | Other Links of Interest