Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
What to Do When You Lose a Colleague
By Angie HerbersIf the worst happens during the coronavirus pandemic, here are some ways to help yourself and to support others as they grieve.
March 20, 2020
Tax Efficiency Tech Strategies Shine for Advisors During Market CrashTech tools from firms like Orion, LifeYield and MyVest can be used to help clients offset volatility.
March 18, 2020
'Side Gig' Losses: 9 Tax Rules to Determine Hobby or Business ActivityMany taxpayers have "side gigs" that can involve gains or losses that are big enough to have important tax implications.
December 30, 2019
How a TAMP Can Help Advisors in Times of Market TurmoilThose who don't use one may be forced to choose between focusing on reallocating portfolios or trying to reassure clients.
December 18, 2019
Taxes Are One Thing – Not The Only ThingYour clients should not let their after-tax returns suffer simply because they're afraid of paying taxes.
November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
October 29, 2019
Take Advantage of These 4 Year-End Tax OpportunitiesIt's time to consider Roth conversions and harvest some losses and gains.
August 07, 2019
Senate Democrats Warn Against Capital Gains Tax CutThe White House is mulling a plan to circumvent Congress and index capital gains rates to inflation.