Shojin’s Post

Despite costs associated with conducting a cost segregation study, the potential for long-term tax benefits makes it a worthy investment for property owners. In this post from Leslie Bowerman, CPA, ABV, learn how a cost segregation study can boost the deductions of your property investments. >> https://hubs.la/Q02vNTvb0 #costsegregation #propertyinvestments #investment #realestateinvestment #taxadvisory

In some cases, advice fees may be tax deductible, usually when linked to management of your investment portfolio. You will need to consult your accountant on the deductibility of fees. There has been a number of recommendations relating to the affordability of advice and making all advice fees tax deductible is one I support strongly.

A 1031 exchange is a valuable tool for deferring taxes and facilitating investment continuity, but it’s not a one-size-fits-all solution. It is important to choose a knowledgeable and trustworthy intermediary. Read more in this article by Barry Neustadt, CPA of Madison 1031.

We are delighted to present the Tax Efficient Investments Sector Research Report 2024. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BPR/AIM)! The series was arranged to focus on each of the SEIS, EIS, VCT and IHT/BPR/AIM schemes in their own right, and to cover the key information our advisers need before considering these schemes for clients within a diversified portfolio. #Investments Read more and download your copy below!

🌐 Maximize your investment returns with Zahads! Enjoy tax savings on qualifying dividends and capital gains through our Participation Exemption program. Let's enhance your investment strategy together! 💼💸 #InvestSmart #TaxSavings #Zahads #ParticipationExemption #TaxBenefits #InvestmentOpportunities #FinancialFreedom #GrowYourWealth #TaxExemption #Dividends #CapitalGains #GlobalInvesting

Unlock the full potential of your investments with CPR Wealth Management. Our tailored strategies ensure tax efficiency and maximize returns. #InvestmentPlanning #TaxEfficiency 💹💼 #AmericanTaxAndPlanningServices

Did you know that cost segregation analysis can help you identify tax savings opportunities in your commercial or investment property? Contact Jodi Nielsen Cost Segregation Services to learn more.

Why Alternative Investment Fund (AIF) can be the good option for Ultra HNI Clients? The reason is tax implications. If you are investing your money in PMS Then you have to pay tax directly to the government Year on Year. And suppose after 5 years, when you are redeeming that PMS and that time market is in correction mode then. Your Value would be low as compare to what tax you have already paid on the market value. But in AlF, you don't have to pay any tax to the government directly. Your tax has been deducted from the investment value before it gives to you. That's why you don't need to do planning taxation in this. What's you thought on this? Let me know in the comments #investment #personalfinance

At HIGHLAND Financial Advisors, #taxefficiency is a cornerstone of our investment management strategy. We believe it's not just about what you make but what you keep. A key tactic we use is #taxlot identification in trading. This helps reduce realized #capitalgains, which are taxable when securities are sold. Each purchase creates a separate tax lot, allowing us to manage these lots to your benefit. We use various methods like #FIFO (First In, First Out), Average Cost, Specific Share, and #LIFO (Last In, First Out) for different securities. By choosing the optimal method, such as Specific Share, we can significantly lower your tax liability, ensuring you keep more of your investment returns.

Join us this month for an interesting session with experts sharing their insights on planning strategies for wealth/high earning clients and the use of VCT’s/EIS investments as a tax reducer and BR investments as a means of reducing IHT. We have limited seats remaining for this event, don't miss out; book now: https://lnkd.in/gHJa4APT #wealthmanagement #financialservices #taxplanning #highearners