dividend income

Investing in Real Estate

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The most successful investors know that it is best to allocate investment across several asset classes whose returns are not completely correlated with each other.  Most of them have assets in cash, equities (stocks), debt instruments (bonds) and real estate.  The latter asset class, real estate, is frequently under-represented in investors’ portfolios, but real estate … Read more

Alternative Minimum Tax Planning – Importance of Controlling Your Income Investors

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Here is a checklist of different types of income, as specifically applicable to the category of taxpayer known as Investors.  The other categories – Employees, Small Business Owners & the Self-Employed and Retirees – will be discussed in future articles.  Keep in mind, however, that any one taxpayer may fall in more than one of … Read more