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. The 2001 tax law contains tax rate cuts and numerous
other provisions that you should consider as you fine tune your investment
strategy. 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:
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