Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Transfer Pricing and Its Role in International Planning for Hedge Fund Managers
By Staff WriterAs the hedge fund industry visibly grows and becomes more global, it is becoming increasingly subject to the scrutiny of the forces that affect mature industries. The new Securities and Exchange Commission registration requirement is probably the most visible evidence. Regulatory developments are sure to be followed on the taxing...
October 01, 2005
Looking BackAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
September 28, 2005
Broker, Beware The Definition Of Disability TrapSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...
September 28, 2005
Broker Beware Of The Definition Of Disability TrapGo page xx with xx banner. File # LEBdisabilitycontractAB.xml Lines: 131 (including bio box) Author photo: roberts.jpg Graphic info: at bottom of this fileSometimes ...
September 28, 2005
Why Not Offer Stop-Loss Insurance For Benefit Plans?Here's an idea for benefits brokers.Offer employers self-insurance programs and stop-loss coverage for prescription drug plans, dental and vision benefits.Many employers already know about ...
September 22, 2005
Congress OKs Katrina Relief BillThe House and the Senate have approved a final version of a bill that will offer disaster survivors and donors to Hurricane Katrina relief ...
August 22, 2005
Payment Software Fights FraudNU Online News Service, Aug. 22, 2005, 4:00 p.m. EDTFair Isaac Corporation has introduced an enhanced version of its fraud detection system for healthcare ...