Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Risk corridors plan could squeeze insurers
By Allion BellIf insurers have to wait for cash, they can't include that in MLR filings.
April 04, 2014
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax BillsEstate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
April 02, 2014
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers TipsM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
March 27, 2014
Tax Shelters and Abusive Tax Shelters: What Are They?Tax facts experts look at tax shelters and abusive tax shelters.
March 19, 2014
Lower taxes and the poorhouse paper millionaireTax expert and advisor Less Antman describes how trying too hard to minimize taxes can cost your clients in the end.
March 19, 2014
Lower taxes and the poorhouse paper millionaireTax expert and advisor Less Antman describes how trying too hard to minimize taxes can cost your clients in the end.
March 19, 2014
Selling LTCI smarter: Prospect theoryWhat if insurers misunderstand how potential buyers think about the future?
March 19, 2014
Selling LTCI smarter: Prospect theoryWhat if insurers misunderstand how potential buyers think about the future?