Call Today  
Quincy, MA (617) 479.6300  
Nantucket, MA (508) 325.6362  

  
Home Contact Us Privacy Policy Site Map
 
Financial Services
About Us
Tax Tips
Quickbooks
Questions
Directions
Business Directory

Tax Tip
Giving Tax Friendly Gifts

Consider gifts of appreciated investments and dividend paying stocks to children and other family members in low tax brackets. The lower rates on dividends and capital gains are even less for taxpayers otherwise in the 10% bracket, so that dividends and capital gains realized by a child over 14, or an older relative, might be taxed at 5% or less. In 2008, capital gains realized by a taxpayer otherwise in the 10% bracket will be taxed at ZERO-our clients' favorite rate.


Financial Services | About Us | Tax Tips | QuickBooks | Questions | Directions | Business Directory
© 2003 Dennis & Associates • info@dennisassociates.com