|
Our
Home Page
Tax Planning &
Tax Return Filing
Investment Review
Financial Planning
Financial Planning
Calculators
Estate and Gift
Planning
Recordkeeping
Business Problem
Solving
Financial Statements
and Audits
More Than a Tax
Return
Other Links of Interest
|
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 help 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 can 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
USA Today - Top Money News
Federal Reserve Bank of New York -
interest rates on treasury bills and much more!
Stock Quotes - Reuter's
The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
S.E.C. - Edgar Database
American Association of Individual Investors (AAII)
Daily Stocks - get quotes, charts, and SEC
filings
Fund Alarm - changes in fund managers, buying and
selling of fund information
InfoBeat - have email notices sent to you about your
stocks
Securities and Exchange Commission - investor assistance,
fraud cases, SEC filings and small business information
Stockfind - financial news by industry and an IPO
corner
Wall Street Directory - shopping mall for software,
books, and magazines about investing
NFP is not necessarily affiliated with any of the links provided.
Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Anita T. Conner & Associates, P.C. is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.
*Not all individuals with Anita T. Conner & Associates are registered to offer Securities products.
**The Anita T. Conner Story and the George E. Thorne Development Center are not affiliated with NFP.
What are you interested in?
Our Home Page | Tax
Planning & Tax Return Filing | Investment Review
Financial Planning | Financial Planning Calculators
Estate and
Gift Planning | Recordkeeping
Business Problem Solving | Financial Statements and Audits
More Than a Tax Return | Other Links of Interest
|
