Investment Evaluation

Get a complete analysis of how well your investment are doing for you.

With some forms of investments such as stocks, mutual funds, or interest bearing investments, it's easy for you to tell what your rate of return is.

For other investments such as real estate rentals, investments in a small business, farming or ranching ventures, etc. it is more difficult to determine your rate of return.

We have the experience to help you determine what your real rate of return is.

1. Interest Income
2. Dividend Income
3. Annuities
4. Royalties (non trade or business)
5. Long Term Capital Gains from the disposition of investment property
6. Passive Activity Income from a publicly traded partnership
7. Passive Income from:
   
   a) rental of substantially nondepreciable property
   
   b) equity-financed lending activities
   
   c) acquisition of certain interests in a pass-through entity licensing     intangible property.