Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The 3 Top Risks to Client Art Collections
By Michelle Impey, JoAnn StreemHNW 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 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.
March 11, 2015
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAsSEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
March 10, 2015
The Beach Condo Rental Tax Write-Off? Not So FastEven assuming its a rental property for part of the year, the condo tax break option doesnt mean it will work out.
February 02, 2015
Tax Season 2014: Your Quick List of Best PracticesThe 2014 tax season is now here, and this could be the busiest time of year for many advisors.
December 23, 2014
Stop-loss draft authors want paid claims dataRegulators note that smaller employers may need extra help.
December 23, 2014
Stop-loss draft authors want paid claims dataRegulators note that smaller employers may need extra help.