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Toolbox Year-End Investment & Tax-related Concerns Investors need to review their investment and tax situations with their respective financial professionals. Tax planning is critical throughout the year in order to minimize tax liability. You can often minimize your tax burden through such means as tax-free municipal bonds, tax shelters, IRA accounts, and trusts. Also, the selling of securities to realize losses that will offset capital gains may also be an appropriate strategy to minimize your tax liability. Contact your Davidson Financial Consultant about these types of investments. D.A. Davidson & Co. is not a tax advisor. Before investing or making any tax decision, consult with your personal advisor about the specific tax consequences and advantages for your situation. IRS Forms & Publications Access the IRS Forms and Publications that you need on the web any time day or night at: http://www.irs.ustreas.gov/formspubs/index.html Cost Basis Reporting It's particularly important in 2012 for investors to be aware of the implications of new cost basis reporting rules. Learn more here about tax reporting, form 1099-B and how to specify shares to sell if you are concerned about cost basis and the resulting gains or losses. View Cost Basis Reporting Information |
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Important Disclosures :: Career Opportunities :: Copyright 2005 - 2011 Davidson Companies
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