Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Why You Still Shouldn’t Gamble on Gift and Estate Taxes
By Andrew RiceYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
April 10, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesAlmost every advisor seems to be pushing their clients to give away all their assets to heirs this year. But is that really a wise move? Consider these six issues.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 28, 2012
Swiss Re Says 2011 Was Second Costliest Year to InsurersSwiss Re's study of disasters, both natural and manmade, in 2011 showed insured catastrophe losses that reached $116 billion.
March 26, 2012
Guide to ETP TaxationWhile ETFs are generally regarded as tax-efficient investments, the multiplicity of product structures in the ETP market has created a maze of confusing possible outcomes.
March 14, 2012
Tax Treatment of Limited PartnershipsFrom Tax Facts Online, details on how limited partners must report income, losses and deductions.
March 13, 2012
$50M+ Healthcare "Super Losses" On the RiseDespite improved healthcare quality and patient safety measures, the cost of medical malpractice continues to climb, with juries awarding over $1 billion in damages for just seven medical liability cases in the last two years.