Charles F. Morgan, CPA, P.C.


31 Old Etna Road
Suite N-4 PO Box 111
Lebanon, NH 03766
Phone: (603) 448-6200
sales@lebanonnhcpa.com

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Financial Tax Tips

Tax Saving Techniques

    Some generally recognized financial planning tools that may help you reduce your tax bill.
Deducting Mortgage Interest
    If you own a home, you can claim a deduction for the interest paid. To be deductible, the interest you pay must be on a loan secured by your main home or a second home. The loan can be a first or second mortgage, a home improvement loan, or a home equity loan.
Capital Gains and Losses
    Almost everything you own and use for personal purposes, pleasure or investment is a capital asset. The IRS says when you sell a capital asset, such as stocks, the difference between the amount you sell it for and your basis, which is usually what you paid for it, is a capital gain or a capital loss. While you must report all capital gains, you may deduct only your capital losses on investment property, not personal property.
Coverdell Savings Accounts
    A Coverdell Education Savings Account (ESA) is a savings account created as an incentive to help parents and students save for education expenses.
IRA Contributions
    If you havenít contributed funds to an Individual Retirement Arrangement (IRA) for last tax year, or if youíve put in less than the maximum allowed, you still have time to do so. You can contribute to either a traditional or Roth IRA until the April 15 due date for filing your tax return for last year, not including extensions.
ROTH IRA Contributions
    Confused about whether you can contribute to a Roth IRA. The IRS suggests checking these simple rules.
Contact Us so we can help you with your tax preperation and additional tips.
 
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Securities offered through Securities America, Inc. Member FINRA/SIPC Charles F. Morgan, CPA, Registered Representative
Advisory Services offered through Securities America Advisors, Inc., Charles F. Morgan, CPA, Registered Representative
The Charles F. Morgan, CPA Firm and Securities America companies are not affiliated. Tax services provided by Charles F. Morgan, CPA Firm.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Securities America, Inc., a registered broker / dealer; member FINRA/ SIPC, Charles Morgan, Registered Representatives and Advisory services offered through Securities America Advisors, Inc. an SEC registered investment advisory firm, Charles Morgan, Investment Advisor Representatives. New England Wealth Advisors, 255 Daniel Webster Highway, Merrimack, NH 03054-4807 Phone: 603-429-0968.

The Charles F. Morgan, CPA Firm and the Securities America companies are not affiliated.