Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Investors Are the Guinea Pigs in US Fiscal Experiment
By Joseph G. CarsonHow long can this borrowing binge go on before it matters to the credit-ratings firms and global investors?
January 12, 2018
JPMorgan’s Quarterly Tax Pain Should Lead to 2018 GainsBank could see earnings balloon by $3.5 billion based on cuts; trading revenue falls 26%, fueled by drop in fixed income.
January 12, 2018
Wells Fargo Earnings Take $3.25B Litigation HitThe latest charge comes after a $1 billion expense in the third quarter; the bank is struggling to cut costs after consumer scandals.
December 24, 2017
Natural Disaster Victims Face Losses of Many KindsThis may be a year when too many of your clients have faced devastation due to natural disasters.
December 22, 2017
Trump Signs $1.5T Tax Cut in First Major Legislative WinSigning had been delayed until Congress passed spending bill; law slashes corporate tax rate to 21% from 35%.
December 11, 2017
Andy Friedman Answers Top 7 Advisor Tax Bill QuestionsFriedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
September 29, 2017
Senate Budget Won't Allow Full ACA DefundingRepublicans intend to use the budget resolution to push through as much as $1.5 trillion of tax cuts in the coming months.
August 23, 2017
The Tall Tax Tale of Why Country Songwriters Get Capital Gain TreatmentThis tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.