Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Trump loses in Wisconsin, but his lead remains formidable
By Michael C. Bender and Sahil KapurTed Cruz continues to press for PPACA repeal.
March 22, 2016
Mutual Fund Investors Face Tax Season ‘Double Whammy’Many mutual fund investors will be paying taxes on investments in funds that had losses in 2015.
March 17, 2016
When a Muni’s Tax Efficiency Doesn’t Mean Better After-Tax ReturnsAndy Chorlton of Schroders warns: Don't assume that muni bonds will always yield the best after-tax returns for investors.
March 04, 2016
Andy Friedman’s 8 Tips to Cut Taxes for Clients Before Congress ActsNobody can accurately guess how Congress will act, so take advantage of these current tax savings, suggests The Washington Update's Friedman.
February 12, 2016
How professional golf explains the stock market panicGolf offers a clue about an important source of this months market volatility: human psychology.
February 12, 2016
How Pro Golf Explains the Stock Market PanicBehavioral economist Cass Sunstein says golf offers a clue about an important source of this months market volatility: human psychology.
January 13, 2016
A Break for Small BusinessCongress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spendingmaybe even yours.
January 04, 2016
Break for small business that might do some goodHidden in the back of the big omnibus bill that passed just days before Congress broke for the holidays was an important new change in the tax laws.