Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Andy Friedman’s 8 Tips to Cut Taxes for Clients Before Congress Acts
By James J. GreenNobody can accurately guess how Congress will act, so take advantage of these current tax savings, suggests The Washington Update's Friedman.
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.
December 30, 2015
View: Sanders' and Clinton's fake middle classCan the top Democratic contenders really pay for their programs just by "taxing the rich"?
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?