Tax Tip of the Week | No. 323 | Tax Strategies Scan: Munis on the Rise

Tax Tip of the Week | October 7, 2015 | No. 323 | Tax Strategies Scan:  Munis on the RiseHere is a roundup of tax-related investment articles that recently appeared:

Muni-bond appetite on the rise as investors seek tax-free safety:   More investors are looking to add municipal bonds in their portfolios as they prefer safer investments in the wake of the Fed's decision not to raise interest rates, according to MarketWatch. In addition to its "defensive nature," this asset class also offers tax exemption on investors' interest payments. This bullish environment should spell well for the absolute value performance for munis, according to a report from Bank of America. – MarketWatchBuying an MLP fund?  Look at its tax history: Funds invested in master limited partnerships that have suffered losses this year may have an upside, benefiting from a tax write-off, according to a report from Global X Research. A fund with more than 25 percent of its assets invested in MLPs is structured as a C corporation, and accrues corporate level taxes on the appreciation of its holdings. -- Barron's6 advantages of real estate investing for savvy investors: Are you taking advantage of all the tax benefits of owning real estate? Do you even recognize all the advantages? Brandon Turner, writing in Entrepreneur, says that rental owners aren't subject to self-employment taxes, one of several unseen benefits from investing in real estate. – EntrepreneurGive us a call if you want to review your portfolio for possible new tax strategies. You can contact us in Dayton at 937-436-3133 and in Xenia at 937-372-3504.  Or visit our website.Rick Prewitt – the guy behind TTW...until next week.