Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The Psychology of Advice: Getting Your Act Together
By Olivia MellanWhile Bernie Madoff's empire was falling apart, remember how he would walk past the cameras with no sign of emotion except for a small, nervous...
March 23, 2009
Milliman: Crisis Erases Pension GainsThe ongoing financial crisis drove the 100 largest corporate pension plans to experience a record $300 billion loss of funded status in 2008.
March 17, 2009
American Equity Identifies ImpairmentsAmerican Equity Investment Life Holding Company, an annuity underwriter, says it has recorded more "other than temporary impairments" for the fourth quarter of 2008.
February 17, 2009
The H.R. 1 NOL ProvisionHere 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:
February 16, 2009
The H.R. 1 NOL ProvisionHere 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 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