Entries by David Auer

Investments that Give You the Biggest Tax Breaks (Part Two)

Tax-advantaged income generators offer major benefits to sophisticated investors When it comes to investing, the returns you make aren’t all that matter – the endgame is also about how much cash stays in your pocket after taxes. In the first installment of our two-part series on investments that offer the biggest tax breaks, we considered […]

How to Avoid Overpaying Tax on Mutual Funds

Mutual funds can be taxefficient investments – that is, as long as you are aware of the strategies necessary to avoid overpaying the IRS Investing in mutual funds is a way for investors to pool security ownership with other investors. But when you’re considering taking advantage of the benefits of mutual funds, make sure you […]

How to Avoid – or Reduce – Capital Gains Tax

Capital gains tax doesn’t have to overshadow your profits. Capital gains are profits you see from the sale of assets and investments, such as stocks and bonds or real estate. Any capital losses you experience each year are offset against these gains. Capital gains tax is the tax you must pay to the IRS on […]

Understanding the Data Scorecard

Measuring the right activities today can tell you where your business is going tomorrow Being in the right place at the right time isn’t always a matter of luck. Organizations that adhere to the principles of the Entrepreneurial Operating System (EOS) use a powerful tool which allows them to take the pulse of their business […]

Why You Can’t Overestimate the Importance of Tax Planning

Failing to create a plan is the most expensive mistake taxpayers can make Many people scramble to find ways to reduce their taxes as April 15 approaches – and then dive back into busy lives and don’t give them another thought until the following year. But not making time for advance tax planning is one […]

How to Avoid Overpaying Tax on Cash Investments

While investment planning requires much more than IRS considerations, make sure you’re not paying too much in tax Cash investments are another way that investors can balance out their portfolios with safe, predictable options. These offer stability in returns, as they don’t fluctuate with the stock or bond markets. However, because there is low risk, […]