Serving The Healthcare Industry - National Pension Consultants Since 1996

Carlos B. Pargas & Associates, P.A., CPAs

Call: (305) 273-0990

Wealth Management Services

Proverbs Financial

The Capital Gains Tax Advantage

Carlos B. Pargas & Associates, P.A., CPAs will go over your investment ideas with you and Our Affiliate and Registered Investment Advisor, Proverbs Financial will make recommendations that will allow you to maximize your after-tax return. Don't ignore the impact of taxes on your investment options in the Miami area. While taxes alone should not drive your investment strategy, understanding how taxes can potentially affect your earnings will help you succeed.

Setting You Up for Financial Success

Long-term capital gains and dividends carry a favored tax status. By shifting more of your money into investments that provide you with dividend income and long-term capital gains, you can deduct a limited amount of capital losses in excess of your capital gains. Consider balancing your winners and losers to maximize the capital gains tax deduction each year. For more information, please visit Our Affiliate, Proverbs Financial, Registered Investment Advisor.

The Future is in Your Hands

Investments that produce higher taxable annual income can be given to your family members who are in lower tax brackets, thereby saving on your taxes overall. Be aware of the Kiddie Tax in employing this strategy in order to limit the unearned income of your children. Depending on your tax bracket, you may also benefit from investing in municipal bonds and other tax-deferred accounts, such as a regular IRA or 401(k) plan.