Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Law That Simplifies Mutual Fund Tax Rules Praised by ICI
By Melanie WaddellTwo days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
December 05, 2010
Taxes, Deficit Dominate Discussions by GOP, DemocratsThe economy was prominent on the Sunday talk shows; once again Republicans and Democrats duked it out over their differing views of what’s needed and what will happen in the coming year.
November 19, 2010
Bonds Still Spell Trouble for Ireland, GreeceIrish bonds fell Friday when Allied Irish Banks PLC announced that deposits had dropped 17% during the crisis. As the European Union (EU), International Monetary Fund...
November 18, 2010
New Greek Budget Cuts Deep; Strikes ThreatenedTaking draconian measures that include slashing from already austere public spending and raising taxes, Greece unveiled its new proposed budget on Thursday.
November 17, 2010
The Quest for Tax AlphaWith the Bush tax cuts set to expire at the end of this year, advisors need a plan for actively managing Uncle Sam's upcoming bills for high-net-worth investors.
November 15, 2010
Corporate Debt Safer Than Euro Zone Sovereign DebtEurope's sovereign debt crisis has turned the region's credit markets upside down.
November 08, 2010
Fading Homeownership Bodes Ill for Fannie, Freddie: BofA-Merrill EconomistsA report from Bank of America Merrill Lynch showing U.S. homeownership at its lowest point in over a decade suggests continued earnings losses for Fannie Mae and Freddie Mac.
November 05, 2010
AIG Posts $2.4 Billion Loss for Q3The bailout of AIG was costly not just to the taxpayer but also to the company itself, reflected in the $2.4 billion loss AIG reported Friday for the third quarter.