Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Senate Budget Won't Allow Full ACA Defunding
By Erik WassonRepublicans intend to use the budget resolution to push through as much as $1.5 trillion of tax cuts in the coming months.
May 11, 2017
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed FundFrank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
May 05, 2017
Senate ACA Replacers May Tap Medicare Surtax and Net Investment TaxFully repealing both taxes could cost the U.S. government $275 billion in revenue over 10 years, according to CBO analysts.
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