Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
These Subtle Tax Planning Moves Can Improve Client Outcomes
By Tyler De HaanAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
October 10, 2025
Interactive Brokers Adds Advanced Tax Planning CapabilitiesTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
June 11, 2025
BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA BoomFirms are layering on increasingly complex techniques to compete.
May 14, 2025
Betterment Acquires Direct Indexing, Tax Optimization ProviderRowboat Advisors' software will help RIAs develop more personalized portfolios.
April 30, 2025
12 Counties Where Americans Reaped Biggest Investment GainsCapital gains can be an indication of wealthy-investor hotspots, SmartAsset suggests.
April 24, 2025
Silver Lining Amid Market Turmoil? Company Stock DistributionsThe net unrealized appreciation strategy can make sense for clients anticipating lower tax rates down the road.
April 07, 2025
Why the Best Tariff Trade Might Be a Roth ConversionClients with tech stocks in their IRAs have an interesting opportunity now, Carson Group’s Debra Taylor says.
April 04, 2025
Josh Brown: It's Not Time to Buy the DipClients who want to take gains should be careful to avoid tax liability, the Ritholtz Wealth CEO says.