Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Envestnet, Vanguard Team Up to Help Advisors Boost Tax Efficiency
By Dinah Wisenberg BrinVanguard's Advisor's Alpha framework is now available on Envestnet's wealth platform.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.
December 02, 2025
55ip and InvestCloud Expand Partnership to Private MarketsThe collaboration enables tax optimization of public and private market assets within a single unified managed account.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 14, 2025
8 Year-End Stock Strategies for Retirement SaversDealing with worthless stock, leveraging the zero capital gains rate and netting gains are just a few considerations.
October 17, 2025
Quiz: How Much Do You Know About the Wash Sale Rule?As year end approaches and clients explore tax-loss harvesting, consider reminding them about this risk.