Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Schwab Warns of Margin Calls as Concerns Over Tax Bets Mount
By Justina LeeThe brokerage will issue a margin call and contact the advisor if any of their accounts exceed the new thresholds.
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.
October 10, 2025
Interactive Brokers Adds Advanced Tax Planning CapabilitiesTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.