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Six Steps to Reduce Taxes on Investments

October 25, 2017
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Practice Management

Summary/Abstract

Individuals in the highest income tax brackets may have been presented with an unpleasant surprise in the last few years when they learned of their investment tax liability. A prolonged period of strong domestic stock performance from 2009 to today, combined with the implementation of The American Taxpayer Relief Act of 2012, may have resulted in significantly higher taxes for you. 

In this article, we will provide you with six suggestions that could save you thousands of dollars in investment taxes over the next several years.