Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
A Break for Small Business
By Barry RitholtzCongress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spendingmaybe even yours.
December 14, 2015
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and HarvestingAs 2015 nears its end, these two action items should be on every advisors list.
December 02, 2015
Want results? Ask your clients' opinion (part 1)Instead of telling your clients things about the economy, explain to them where your numbers come from.
November 30, 2015
5 Steps to Take Now on Year-End Tax HarvestingDecember is when you should gather data on your clients 2015 mutual fund capital gains distributions and take action.
October 28, 2015
20 cities Americans are flocking to and fleeingPopulation shifts impact insurance premiums and insurance agency growth opportunities. Are potential customers moving in or out of your area?
October 20, 2015
EBSA updates stop-loss asset treatment rulesStop-loss policies can be an employer asset even if workers help pay for self-funded medical coverage, an official says.
September 27, 2015
10 States With Most Unfair TaxesResidents in these states may be paying much more or a lot less than their fair share.
July 30, 2015
Mid-year tax planning adjustments for your clientsWith more than half of the year over, it's prudent to consider making adjustments to manage tax liability for 2015 and beyond.