Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Lower taxes and the poorhouse paper millionaire
By Gil WeinreichTax expert and advisor Less Antman describes how trying too hard to minimize taxes can cost your clients in the end.
March 17, 2014
How Lowering Taxes Drove Paper Millionaires to the PoorhouseTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.
March 14, 2014
Levine on Wall Street: Strategic shifts and yet more SAC chargesEver wondered what HFT (high frequency trading) is doing to the stock market or how it shapes the prices your competitors charge?
March 14, 2014
Levine on Wall Street: Strategic shifts and yet more SAC chargesEver wondered what HFT (high frequency trading) is doing to the stock market or how it shapes the prices your competitors charge?
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.