Edge Capital Research Team
Research Insight – What is Always Eating Away at Your Portfolio?
Inflation. Spending. Taxes. As we begin a new year, we thought it appropriate to review one of the largest drags on a portfolio: Taxes. Edge is working hard every day to be a firm who focuses on tax efficiencies across our clients’ portfolios and our strategy recommendations. Fortunately, we also work in conjunction with some of the brightest CPA’s available who are able to provide tailored advice for specific circumstances. Regardless, it is important to generally understand the various tax liabilities you may be exposed to in a given year. Since tax law is ever changing, we have summarized the 2016 rates and selected data below for your review as well as a few interesting facts you may not know about our current tax system. Yes, we said interesting and taxes in the same sentence! See if you agree…..