Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
ETFs and Taxes: What Are the Advantages of Ownership?
By Tax Facts OnlineThe experts at Tax Facts Online break down the tax advantages of owning ETFs.
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.
February 05, 2013
UBS Reports Loss of $2.1B as Advisors Top $1M in Average ProductionPlus, the wealth management unit in the Americas added nearly 30 advisors in the fourth quarter.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
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.