Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Why Ark's Cathie Wood Harvests Tax Losses Year Round, and You Should, Too
By Ginger SzalaA savvy advisor understands how to keep an eye on lowering a client's tax bill, Vestmark's Rob Klapprodt tells ThinkAdvisor.
August 24, 2020
Tax-Loss Harvesting During Market Turmoil: Who Did It, Who Didn'tBackend Benchmarking compared robo-advisors' harvesting of losses this year and found big differences among platforms.
August 13, 2020
Riskalyze CEO: 6 Tips for Advisors to Thrive in a 'Risk-First Decade'CEO Aaron Klein also demonstrated new platform enhancements during a Fearless Week keynote.
July 31, 2020
6 Ways Advisors Can Prepare Clients for a Post-COVID-19 WorldHere's how we are helping our clients get ready to come of the crisis stronger.
July 14, 2020
Wells Fargo Reports Loss, Vows to Cut $10B"This cannot continue," CEO Charlie Scharf said.
June 25, 2020
CARES Act Expands NOL Carryback, Reversing 2017 Tax ChangesThe changes allow businesses to carry back losses for 2018, 2019 and 2020 for five years.
June 17, 2020
What to Do When You Lose a ColleagueIf the worst happens during the coronavirus pandemic, here are some ways to help yourself and to support others as they grieve.
May 04, 2020
How to Accelerate 2020 Disaster Losses to 2019 TaxesThe federal emergency declaration declared on March 13 triggered IRC Section 165(i), which helps with natural disaster losses.