Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Mid-year tax planning adjustments for your clients
By Robert FishbeinWith more than half of the year over, it's prudent to consider making adjustments to manage tax liability for 2015 and beyond.
June 18, 2015
The 10 most expensive data breachesThe average cost of a data breach hit $5.9 million in 2014, up 9 percent from the previous year. How much have insurers lost?
April 29, 2015
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: IncomeViewing clients tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.
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.