Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The H.R. 1 NOL Provision
By Staff WriterHere is what the authors of the statement that explains the H.R. 1 conference report say about how the final version of the bill handles net operating losses:
January 21, 2009
Conseco Board Acts To Protect Tax AssetsConseco Inc. says its directors have adopted a measure that would keep large, hostile shareholders from reducing the value of the company's "net operating loss carryforwards."
January 01, 2009
The secret of powerful presentationsBe a problem solver, not a product pusher The first step to successful presentations, whether it be at seminars to a group of prospects or a first appointment, is know who you are, what you offer and why you are more qualified to help that prospect
December 31, 2008
The secret of powerful presentationsBe a problem solver, not a product pusher The first step to successful presentations, whether it be at seminars to a group of prospects or a first appointment, is know who you are, what you offer and why you are more qualified to help that prospect
December 01, 2008
Now or Then?When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
November 10, 2008
Will the Week After Prove as Historic?On a week when Americans elected their first black President, prompting the biggest Election Day rally in 24 years
November 01, 2008
Replacing StocksIf the government won't give you a tax break, then create one for yourself. This is a philosophy I believe more financial advisors and their...