Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Amy Florian — Leading Through Loss: The 2017 IA 25
By Danielle AndrusAmy Florians road to becoming an expert on grief and transition started with her own loss.
May 03, 2017
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 DaysMeanwhile, tax experts see potential for damage to nonprofits in White House tax plan.
March 30, 2017
Back to Tax Basics: Review the Cost BasisAdvisors and investors should focus on this critical measure to help save money (and time) spent on taxes.
February 15, 2017
Advisors Expect Politics to Drive Volatility in 2017: Atomix SurveyDespite volatility concerns, 56% of advisors surveyed are feeling bullish about the year ahead.
November 15, 2016
15 U.S. Companies With Lowest Overall Tax Rates: 2016Of the S&P 100 companies, only one is paying a negative overall tax rate and is therefore due a discrete net tax benefit.
November 08, 2016
15 U.S. Companies With Highest Tax Rates: 2016The average overall tax rate that S&P 100 companies pay is around 28%, but many pay at higher rates
October 23, 2016
Celebrity apprentice or biggest loser?One of the authors of "The Tools & Techniques of Income Tax Planning" takes a closer look at Donald Trump's 1995 state income tax returns.
October 23, 2016
Celebrity apprentice or biggest loser?One of the authors of "The Tools & Techniques of Income Tax Planning" takes a closer look at Donald Trump's 1995 state income tax returns.