Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Advisor Top-of-Mind Index: Volatility, Election, Fed
By Michael S. FischerAdvisors in Eaton Vance survey said "protecting wealth from market volatility" remains their top concern.
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.
August 18, 2016
Aetna's Obamacare brushback is part of the gameCompanies often use willingness to participate in a market as a negotiating lever, the author says.
April 21, 2016
Half of Americans Think They'll Lose Money to Identity Theft in Next Year: AICPA PollMost victims of investment fraud don't report it to the authorities, and many blame themselves, an AICPA survey found.