Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Rogue advisors on parade
By Harry LewA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars
May 30, 2008
Conseco Rebuffs InvestorConseco Inc. has refused to endorse efforts by a major shareholder to accumulate up to 22% of the company's common stock.Steel Partners II Ltd., New ...
May 28, 2008
Variable interest entitiesA fresh source of worry for banks who thought they could make it out of the credit crisis unscathed: variable interest entities. VIEs sell short-term...
May 22, 2008
Survey: PPA Slowed Pension Plan LossThe federal Pension Protection Act of 2006 seems to have slowed large U.S. employers' exodus from the defined benefit pension system.Consultants at Watson Wyatt Worldwide, ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...
May 18, 2008
AIG Losses Foretell More Industry Problems, One Analyst PredictsAmerican International Group's record net income loss may be only the tip of the iceberg for an insurance industry that could still suffer significant net ...
May 18, 2008
AIG Losses Foretell More Industry Problems, One Analyst PredictsAmerican International Group's record net income loss may be only the tip of the iceberg for an insurance industry that could still suffer significant net ...