Maximize your after-tax return.
We can review your investment ideas with you and your investment advisor and make recommendations to maximize your after-tax return.
Don't ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return. Consider these items:
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1300 W. Lodi Avenue, Suite O
Lodi, California 95242
Fax: (209) 333-0526
Debra S. Green, CPA Curtis J. Polack, CPA
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