If you’re an investor, we’re willing to bet there are some surefire ways to legally reduce, defer, or, in some cases, eliminate costly taxes on your investment gains that you didn’t even know were possible. After all, Uncle Sam would rather keep this a secret, but we’ll fill you in!
In the United States, investors are only taxed on capital gains (when investments are sold), so in some cases, it makes more sense to hold your assets to avoid capital gains taxes.
This is especially beneficial because if you intend to hold long-term, that will impact which kinds of investments you intend to make. Besides, you can hold most investments indefinitely and keep deferring on tax gains, situation pending.
Our long line of award-winning services shows we put our clients’ goals above all else. We are committed to helping you be the best you can be before, during, and after tax season.
We’re a nationally-recognized, award-winning tax, accounting and small business services agency. Despite our size, our family-owned culture still adds the personal touch you’d come to expect.