Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Tax Loss Harvesting: Beware of Unrealistic Expectations
By Daniel S. KernOnce 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.
November 14, 2014
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, ToolsAn enhanced software program helps reps process more client information so they can grow their practices.
November 06, 2014
Top 3 fraudulent schemes targeting insurers [infographic]ACFE's research indicates that the longer a fraud lasts before it is detected, the more the victim organization stands to lose.
August 25, 2014
Napa Earthquake Could Cost $4 Billion as Wineries CloseInsurers will probably cover about $2.1 billion of the damage from the quake, the strongest Northern California has seen in 25 years.
August 17, 2014
How Rare Coins Bring Tax BenefitsInvestors may be eligible for sales tax exemptions, like-kind exchanges and other advantages, one expert says.
July 23, 2014
4 loss-prevention steps for HNW clients’ tangible assetsAdvisors can provide a deeper level of service to their high-net-worth clients by regularly speaking about the importance of loss prevention.
July 23, 2014
4 loss-prevention steps for HNW clients’ tangible assetsAdvisors can provide a deeper level of service to their high-net-worth clients by regularly speaking about the importance of loss prevention.
July 22, 2014
4 Loss-Prevention Steps for HNW Clients’ Tangible AssetsHelping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.