Investment Review
Investment Review

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.

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.

  U.S. Securities and Exchange Commission - investor assistance, fraud cases, SEC filings and small business information
  USA Today - Top Money News
  Federal Reserve Bank of New York - interest rates on treasury bills and much more!
  Stock Quotes - Reuters
  NASDAQ Exchange - stock quotes
  New York Stock Exchange
  Securities and Exchange Commission (S.E.C.) - Edgar Database
  American Association of Individual Investors (AAII)
  Daily Stocks - get quotes, charts, and SEC filings
  InfoBeat - have e-mail notices sent to you about your stocks
  Wall Street Directory - shopping mall for software, books, and magazines about investing

 

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Record Retention Guidelines

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Other Links of Interest

Stephen M. Scheller, CPA, CMA, CSA
6230 N. Beltline Rd., Suite 340
Irving, Texas 75063
Phone: (972) 753-0900
FAX: (972) 753-0794
e-mail: stephen@schellcousa.com

MAPSCO Reference #21A-F

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