Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
House votes—again—to repeal PPACA tax on medical devices
By Richard RubinBackers have not come up with a "revenue raiser" to offset the projected budget effects.
April 23, 2015
How to pay lower taxes on investmentsThere are ways to lower your clients' taxes that don't ask you to predict the future or rely on complicated computer algorithms.
April 23, 2015
How to pay lower taxes on investmentsThere are ways to lower your clients' taxes that don't ask you to predict the future or rely on complicated computer algorithms.
April 22, 2015
The 3 Top Risks to Client Art CollectionsHNW families don't always manage the physical risks to their increasingly valuable art collections with the same rigor they employ when managing financial investment risk.
April 22, 2015
Let the Robots Do Your TaxesCapital gains taxes are a far trickier beast than passive asset allocationso tricky, only a robot might be able to defeat it.
April 02, 2015
Taxing TimesCome April, if not earlier, taxes occupy a huge space in your clients brains. If youre providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
April 01, 2015
Are You a Tax-Savvy Advisor?Three steps to help lower your clients blood pressure, and yours, during tax season.
March 19, 2015
Taxes and Appreciated Securities: When Should You Sell?The guiding principle: determine how much an appreciated stocks price would need to decline to equal the loss incurred from paying the tax.