Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Premium Care: Why Specialty Insurance Carriers Make Sense
By Marlene Y. SatterWhen the financial crisis hit, consumers trying to cut expenses turned to cheaper homeowners policies from standard carriers. However, when Hurricane Sandy arrived, some who lost homes and possessions found that economizing might have been penny wise but pound foolish.
March 28, 2013
The first quarter’s biggest winnersWhich stocks have performed best so far this year?
March 27, 2013
Precious Metals and Taxes: What to Expect With TransactionsThe experts at Tax Facts Online on how sales of precious metals are taxed.
March 26, 2013
ETFs and Taxes: What Are the Advantages of Ownership?The experts at Tax Facts Online break down the tax advantages of owning ETFs.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 22, 2013
Wanted: Smart Strategies for Wealthy’s Steeper Tax LandscapeNot since Jimmy Carters presidency have the very well-off been subject to such high tax liability. The increases are permanent.
February 20, 2013
5 Wacky Tax Deduction Ideas (and Why They Might Work)Rachel Louise Ensign helpfully rounds up some of the oddest tax deduction attempts and explains why some work and some dont.