Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Interactive Brokers Adds Advanced Tax Planning Capabilities
By John ManganaroTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
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.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 03, 2024
How to Avoid the Tax Trap of the Wash-Sale RuleTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.