InvestmentSmall BusinessTax Planning

An introduction to tax free stock investments

(This blog post is an outline of an upcoming webinar. Comments, questions and feedback during this planning stage is welcome).


Understanding the benefit of tax free stocks

  • The difference between tax-free investments and tax-deferred investments
  • The difference between tax-free stocks and tax-free bonds
  • Compared to alternatives  like HSAs and life insurance
  • Examples of ending value for taxable, tax-deferred and tax-free

Why now?

  • Impact of The Tax Cuts and Jobs Act of 2017
  • comparative tax rates

Tax laws

  • Requirements for tax tree gains
  • Taxation of dividend income
  • Importance of diversification

Investment strategies

  • Diversification: Don’t put all your eggs on one basket
  • Family business: Watch that basket!
  • Finding and evaluating investments
  • build your own

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