Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Celebrity apprentice or biggest loser?
By Jay KatzOne 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 10, 2016
Buffett Hits Trump Back: I’ve Paid Taxes ‘Every Year Since 1944’By releasing his tax data, Warren Buffett just fact checked Donald Trump over the candidates claim during the debate.
October 05, 2016
Columbia University Endowment Posts 0.9% Loss as CEO DepartsThe percentage loss is the lowest among all the Ivies that have reported so far.
September 30, 2016
AIG Fraud Trial: Tension Remains High as Greenberg Testifies for 3rd DayHank Greenberg faced questions on the stand again about how he dealt with warnings that AIG could face scrutiny after the Enron accounting scandal.
September 28, 2016
Greenberg explains involvement as CEO in failing AIG lineIn the first day of Greenberg's direct testimony he was painted as a heavily involved CEO and chairman who considered the millions of dollars in losses hemorrhaging from AIG's auto-warranty line to be a "debacle."
September 28, 2016
Greenberg explains involvement as CEO in failing AIG lineIn the first day of Greenberg's direct testimony he was painted as a heavily involved CEO and chairman who considered the millions of dollars in losses hemorrhaging from AIG's auto-warranty line to be a "debacle."
September 16, 2016
Double Taxation for Your Clients: The Highest RiskThe exposure comes when clients exercise non-qualified, granted company stock optionsnot incentive stock options.
September 15, 2016
The Right Ways Advisors Can Help Grieving ClientsProviding compassionate yet informed support to grieving clients is not only the right thing to do, it will help grow your practice, said Amy Florian.