Investments & Taxes

The following is a series of articles dealing with the special treatment of investments, income from the investments, and deductions associated with the investments.  Please call our office for more information on any of the topics discussed here.

• Zero Capital Gains Rate Requires Careful Planning
• Deducting Investment Interest 
• Deductions for Investors
• Fine-Tuning Capital Gains and Losses
• Capital Gains Tax on Inherited Assets
• Common Investment Errors
• Investment Tax Blunders to Avoid
• Some Common Investments Enjoy Preferential Tax Treatment
• Is Life Insurance a Sound Investment?
• Is Long-Term Worth the Wait and Risk?
• Lower Rates for Long-Term Capital Gains
• Mutual Fund Dividends
• Older Savings Bonds May Have Stopped Paying Interest
• Taxes on Dividends
• Tax Strategies in a Down Market
• What's Best -Tax-Free or Taxable Interest Income? 
• Wash Sales Could Take You to the Tax Laundry