Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
UBS Reports Loss of $2.1B as Advisors Top $1M in Average Production
By Janet LevauxPlus, the wealth management unit in the Americas added nearly 30 advisors in the fourth quarter.
January 14, 2013
The Global Tax Climate Is ChangingIn times of austerity, every dollar countsand so do uncollected dollars.
January 03, 2013
2013: Stop-lossImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.
January 03, 2013
2013: Stop-lossImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.
December 17, 2012
As Fiscal Cliff Nears: To Sell or Not to Sell?Four issues Ill be considering on behalf of my clients' investments as the New Year approaches.
December 14, 2012
Loss of Tax-Exempt Status Could Hurt Banks With Muni ExposureMeredith Whitneys warnings about a wave of bankruptcies two years ago didnt kill munis, but will ending their tax-exempt status push these securities over the fiscal cliff?
November 30, 2012
3 Problems With Buffett’s Higher-Tax ArgumentsBuffett is part of a misinformed constituency that believes high-income earners arent paying enough taxes.
November 26, 2012
Goldman Sachs turns down southern Europe banks as crisis lingersAs Europes debt crisis goes into its fourth year, Goldman Sachs recent decisions to turn down underwriting roles offered by banks in Spain and Italy underscores just how closely the firm is managing its risk.