The Tax Practice: Harris Willner, EA
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Frequently Asked Questions - Investment Advisory Services

 

Tax trap for mutual fund investors.

Mutual funds generally distribute annual accumulated dividend and capital gain income during the last two months of the year. Fund owners receive taxable distributions based on shares owned, regardless of holding period. For example, if you purchase 1,000 shares of the General Growth fund on October 1st, subject to a yearend $3/share dividend, you will receive a taxable distribution for $3,000. If you wish to make yearend fund investments, consider allocating purchases to your IRA accounts where dividend distributions are exempt from current taxation.

 

What Makes Mutual Funds Tax Efficient.

Based on a ten-year study of 330 mutual funds by Chicago fund researcher Morning Star Inc., the foundation for determining if a fund is tax efficient has more to do with how much new cash a fund can attract rather than the fund's investment focus. Fundamentally, we think of income funds as tax inefficient because distributions are taxed at ordinary income rates, and capital gain income from growth funds as tax efficient. Surprisingly, 42 out of the 50 best-performing funds studied, for the last 10 years also ranked as the most tax efficient funds.

Why? When a fund receives a flood of new cash during the year it helps to dilute the fund's year-end distribution--figured on a-per share basis. This doesn't mean that the fund is any less profitable, it just means that when it comes time to divvy up the tax bill, the latecomers are unlucky enough to get a piece of the action.

Which funds got large injections of cash--- those with the best performance! The study sorted the 330 funds into five groups, based on how quickly assets grew over the ten-year period as a result of new money (as opposed to asset growth from investment gains). The 20% of the funds with the fastest asset growth also had the highest 10-year pre-tax return and the highest tax efficiency. This pattern was consistent throughout the four remaining groups so that the bottom 20% of funds in terms of asset growth also had the worst pretax and worst tax efficiency.

If you want tax-efficiency, you have to spot those funds that will garner top-notch results and thus attract new money; while this is true don't lose sight of the fundamental basis for tax efficiency mentioned earlier. Consider, for instance, keeping your dividend-oriented stock and bond funds in your tax-deferred IRA and your growth funds in a taxable account.

 

Forfeited stock.

If you exercise stock options, file an 83(b) election and subsequently forfeit the stock, you may not increase your cost basis by the previously taxed bargain element. In other words the cost basis is not stepped up to the stock’s fair market value on date of option exercise. Without an employer repurchase agreement, your maximum economic loss represents the stock’s acquisition cost and tax previously paid on the bargain element!

 

Ten Rules for Investing in Stocks.

Invest in what you know. If you don't understand what a company does, or what industry the company is in, you should avoid buying stock in that company.

Diversify your portfolio. Since stocks of companies in the same industry tend to move together, you should purchase stock in companies representing at least three different industries.

Set realistic goals. Don't expect each of your stock purchases to immediately double in value. Instead, be content if the average annual rate of return of your portfolio does not lag the return of the Dow Jones Average, NASDAQ or the S&P 500. Remember, cash only pays minimal interest in a savings account.

Follow your investments. At least once a week, you should check the price at which your stocks are trading. You should also read the company’s annual and quarterly reports.

Take advantage of DRIPs. Most companies that pay a dividend offer dividend Reinvestment Programs. Instead of receiving a small dividend check each quarter, the dividend is used to purchase additional shares of the company's stock. Also, most DRIPs allow additional shares of stock to be purchased directly from the company; thus avoiding a broker's commission.

Don’t panic if the stock goes down. If you are confident that you purchased stock in a well-run company; you should be willing to hold onto that company's stock, even if it declines in value.

Don’t be to eager to sell if the stock goes up. The stock price of many strong companies continues to rise year after year. By selling your stock in these companies after they increase in value by only a few dollars, you may lose out on future appreciation and only your broker will prosper.

Don’t be afraid to sell. If, for any reason, you become uncertain about a company or its industry, sell the stock and don't second-guess your decision. Hanging on to save your pride usually creates additional opportunity costs. Also, don't torture yourself by continuing to follow a stock after it is sold.

Don’t try to time the market. Buy and hold. Very few people are able to correctly predict a market rally or a market correction. By investing in a portfolio of well-managed companies, you should successfully ride out any market corrections as well as avoid missing out on any rallies.

Take advantage of your tax deferred retirement accounts. Investment activity within your retirement account is not subject to income taxes until the money is withdrawn from the account. If possible, stocks purchased as a short-term investment should be purchased through a retirement account to defer paying taxes on any short-term gains. (This strategy backfires if the stock declines in value since losses generally are not tax deductible).

 

Using a Put Option to Protect Against Price Drops

In a more docile market you could protect your investment in a stock by entering a stop-loss order with your broker. Once the price drops to that level, your investment advisor will sell the stock. That may not work in the current market. Many stocks have held up well until some negative news, a lower earnings projection for example, comes out. Then the price will drop 10 points almost immediately. A stop-loss order at just under the current price probably won't do you any good. For volatile stocks you'll do better by buying a put. A put allows you to sell the stock at a certain price. You pay a price for the put, so if the stock doesn't decline, or doesn't decline by more than the cost of the put, you'll be out some money. Options are tricky. Check with your investment advisor.

 

The Basics of Cost Basis

As we enter the fourth quarter, more and more clients call with tax questions. One of the main topics is cost basis. Why---because if you sold an investment in 2006, you will need to know your cost basis and calculating cost basis can be awkward.
Following are answers to commonly asked questions about cost basis:

Q1. I invested $5,000 in a mutual fund in 1998, and this year I sold all my shares for $15,000. Do I owe taxes on $10,000?
A1. If you have been reinvesting mutual fund dividends and capital gains, add them to your original $5,000 purchase price. The total is your cost basis.

Q2. I transferred the assets in one mutual fund to another fund. Now I've received a statement saying I sold these shares. I did not sell anything.
A2. What you did is considered an "exchange", and it is reportable as a sale. If your investment appreciated, there is taxable gain regardless of what you did with the proceeds.

Q3. In 1999, I bought 400 shares of stock at $30. It split 2-for-1 in 2003. After that, I bought another 200 shares at $26. The stock split again (2-for-1) in 2005. This year, I sold 1,000 shares and am having trouble determining my cost basis.
A3. The 400 shares have split twice and are now equal to 1,600 shares. To determine their cost basis, divide the original purchase price by the number of shares they now represent: $12,000 divided by 1,600 = $7.50 per share. The 200 shares you bought later have become 400 shares. Their cost basis is $13 per share ($5,200 purchase price divided by 400).
If you did not specify which shares you were selling, you must use the FIFO (first-in, first-out) method, meaning the shares you bought first were the ones you sold. Your cost basis is $7.50 x 1,000 shares or $7,500. If you had planned ahead, you could have specified that the $13 plus 600 at $7.50, for a total cost basis of $9,700.

Q4. I inherited some stock from my grand parent, yet I have no idea how much they paid for it.
A4. If you inherited the stock upon your grandparent’s death and did not receive it as a gift, your cost basis is the value of the stock as stated in their estate documents or the average of the adjusted high and low stock prices on the date of death.

The Tax Practice, Inc. is a Registered Investment Advisor licensed by the Securities Exchange Commission; Asset Custodian Fidelity Institutional Brokerage Group. Details of our investment management/planning services and related disclosures are provided in The Tax Practice Inc Form ADV Part I and Part II. Advisory services are offered pursuant to an investment management advisory agreement. Lower fees for comparable services may be available from other sources. Prior investment results may not be indicative of future performance. The Securities Investor Protection Corporation (SIPC) does not protect against a decline in the market value of securities. These statements have not been approved or verified by any governmental authority.

 


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The Tax Practice, Inc.
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Campbell, California 95008
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willner@taxpractice.com