Tax Considerations for Investors

Investments should not be made solely for tax reasons. However, because taxes are so high, it’s important to know the effect of taxes on your investment decisions. You need to know your after-tax rate of return.

You should know before acting whether you will benefit from reduced rates or be punished by the alternative minimum tax; whether, because of the tax effect, it makes sense to act now, or wait until next year. And, because tax laws are continually changing, knowing what the tax law was last year may not even be relevant to your current decision.

If you are contemplating an investment decision, and are not comfortable evaluating the tax impact yourself, give us a call at (707) 255-6900.