Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
EBSA updates stop-loss asset treatment rules
By Allison BellStop-loss policies can be an employer asset even if workers help pay for self-funded medical coverage, an official says.
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.
June 18, 2015
House votes—again—to repeal PPACA tax on medical devicesBackers have not come up with a "revenue raiser" to offset the projected budget effects.
June 18, 2015
House votes—again—to repeal PPACA tax on medical devicesBackers have not come up with a "revenue raiser" to offset the projected budget effects.
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.