What’s Included in Our Dividend Tax Services:

• Proper classification of dividends, whether qualified or non-qualified.

• Planning for the Net Investment Income Tax (NIIT) and surtaxes

• Tax planning strategies designed to minimize liability from dividends

• Basic understanding of 1099-DIV forms and activity in one’s portfolio

• One-on-one assistance by a licensed CPA with years of experience.

Smart Tax Strategies for Smarter Investors

Dividend income can be very beneficial to investment returns. Still, it is subject to many tax laws that are often overlooked, such as correctly reporting earnings income, understanding tax responsibilities, and acting on reducing the amount of taxes that become payable.

Qualified or non-qualified dividends, Zahra helps you classify between these two, calculate your tax liabilities, and layout plans for justifying these liabilities. With the ever-changing tax code and thresholds, there is a huge possibility of making errors or missing out on savings. Zahra provides clear, proactive tax strategies geared explicitly toward aligning with your financial objectives and staying in total compliance.

If dividends are going to be taxed at a higher rate in Houston, for example, Zahra helps come to a conclusion and implement strategies for tax-efficient investment structures. These are not speculative or analytical points. Everything at Skyline has been organized and custom-tailored to the intricacies of your income category and portfolio.

Whether you are an individual investor, part of a trust, or managing retirement distributions, Skyline Financial Management takes your dividend tax compliance and optimization further. Its personalized service and in-depth understanding of the IRS regulations instill confidence in all investors.