Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Are You a Tax-Savvy Advisor?
By Rob KuharicThree steps to help lower your clients blood pressure, and yours, during tax season.
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.
December 22, 2014
Tax Loss Harvesting: Beware of Unrealistic ExpectationsOnce an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
December 05, 2014
End-of-year tax planning for investorsIt's the last hurrah before the tax-man cometh. Are you ready?
December 05, 2014
End-of-year tax planning for investorsIt's the last hurrah before the tax-man cometh. Are you ready?