About Us
Estate & Gift Planning
Financial Statements
Investment Review
Tax Planning
Tax Preparation


Investment Review

Maximize your after-tax return.

We can review your investment ideas with you and your investment advisor and make recommendations to 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 will 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.

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.

Each link will open a new browser window.

  U.S. Securities and Exchange Commission - investor assistance, fraud cases, SEC filings and small business information
  USA Today - Top Money News
  Federal Reserve Bank of New York - interest rates on treasury bills and much more!
  Stock Quotes - Reuters
  NASDAQ Exchange - stock quotes
  New York Stock Exchange
  Securities and Exchange Commission (S.E.C.) - Edgar Database
  American Association of Individual Investors (AAII)
  Daily Stocks - get quotes, charts, and SEC filings
  Wall Street Directory - shopping mall for software, books, and magazines about investing

For assistance with your investment concerns, contact us.


Accounting, Tax & Consulting Services

Crestwood Professional Building
941 Whitehorse Avenue, Suite 18-19 Hamilton Township, NJ 08610
(609) 890-8800
Fax: (609) 890-4644

E-mail: David A. Aust CPA —

E-mail: Ronald Venanzi, EA, ABA —

About Us | Bookkeeping | Estate & Gift Planning | Financial Statements
Investment Review | Tax Planning | Tax Preparation
Tax Tip of the Week | Home