Please enable JavaScript for full functionality of our website. Here are the instructions how to enable JavaScript in your web browser.

Investment Review

Hough & Company Office


Hough & Company will act as your sounding board. We will review your investment ideas with you and your investment advisor to suggest the best structure 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:

•  Capital gains carry a favored tax status. Consider putting more dollars in investments that return capital gains.
•  You can take an annual deduction of up to $3,000 of capital losses in excess of capital gains. Consider balancing your winners and losers to maximize this deduction each year.
•  Investments which produce high taxable annual income can be given to family members who are in lower tax brackets, thereby saving taxes for the overall family group.
•  Depending on your tax bracket, you may benefit from investing in municipal bonds. The level of these investments may need to be adjusted as your total income picture changes.


 
 
 « Go Home

We can help you with...

    • Services

      Tax Services

      Investment Review

      Estate Planning

      Eldercare

      Financial Planning

      Problem Solving

      Records Retention

      Statements & Audits

       

      And More...

      • Federal, state and local tax returns

      • Financial planning & implementation

      • Tax planning

      • Audits

      • Reviews

      • Compilations

      • Bookkeeping services

      • Quickbooks consultation

      • Quickbooks training

      • QuickBooks ProAdvisor Member

      • Procurement

      • Payroll assistance

      • Cash flow analysis

      • Software recommendations & training

      • General Consulting

      • IT consulting & acquisition

      • Business acquisition, succession & disposition

      • Litigation support and mediation

      • 1040 tax preparation

      • State income tax

      • Income tax planning

      • Estate & gift tax preparation

      • Estate & financial planning

      • Eldercare services

      • IRS representation for audits

      • IRS offer in compromises

      • IRS penalty settlement

      • Retirement planning

Get in Touch

Feel free to give us a call or send an email and we'll be in touch shortly.

Address: 248 Nokomis Ave. S, Venice FL. 34285
Telephone: (941) 488-7768
FAX: (941) 484-3975
E-mail: