Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
How Lowering Taxes Drove Paper Millionaires to the Poorhouse
By Gil WeinreichTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 10, 2014
Top 9 Biggest Tax Scams of 2013In 2013, the IRS mailed out fraudulent tax refunds worth $3.6 billion, and these nine were among the worst tax defrauders.
March 05, 2014
Honeymoon’s Over: Helping Gay Couples Manage 2013 Tax HikesAccountant and lawyer Janis Cowhey McDonagh helps same-sex married couples, and all taxpayers, navigate the myriad changes that went into effect this year.
March 04, 2014
5 Commonly Overlooked Tax Planning StrategiesHere are a few tips that will make the road to April 15 less painful and will potentially save your clients money.
February 05, 2014
Genworth, Radian rally as mortgage insurance reboundGenworth had a $6 million operating profit at its U.S. mortgage insurer, compared with a loss a year earlier.
January 30, 2014
Indonesia Investment Growth Hampered by Mineral Export RestrictionsIn trying to solve one problem, Indonesia may have created another, spurring protests and court challenges in the process.
December 18, 2013
Year-End Tax Planning Time: Benefiting From LossesAfter the bull market of 2013, many clients will be flush with capital gains. Theres still time to lower their tax bill through loss harvesting.