Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
6 Ways Advisors Can Prepare Clients for a Post-COVID-19 World
By Kenneth Van LeeuwenHere's how we are helping our clients get ready to come of the crisis stronger.
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.
April 22, 2020
4 Tax Opportunities Created by Market Downturn, StimulusThe market decline and the CARES Act provide long-term planning opportunities that don't come around very often.
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.