TEAMS Can Help You Maximize Your Returns After Taxes
Tragically, the amount left for heirs can be as little as 10% of the initial amount if we fail to take into account estate and gift taxes (as high as 40%), capital gains taxes (38% in California), income taxes on interest (over 57% in California), IRD taxes, AMT taxes, and various corporate, excise, property, and sales taxes that can lower returns.
Therefore, wise investors
understand the critical importance
of having investment advisers work
along side tax advisers to minimize
taxes on investments. We believe
very strongly in having your
portfolio monitored by both your
Registered Investment Adviser and
your tax lawyer.