Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Taxes and Appreciated Securities: When Should You Sell?
By Mike PattonThe guiding principle: determine how much an appreciated stocks price would need to decline to equal the loss incurred from paying the tax.
February 02, 2015
Tax Season 2014: Your Quick List of Best PracticesThe 2014 tax season is now here, and this could be the busiest time of year for many advisors.
December 23, 2014
Stop-loss draft authors want paid claims dataRegulators note that smaller employers may need extra help.
December 23, 2014
Stop-loss draft authors want paid claims dataRegulators note that smaller employers may need extra help.
December 22, 2014
Tax Loss Harvesting: Beware of Unrealistic ExpectationsOnce an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
December 05, 2014
End-of-year tax planning for investorsIt's the last hurrah before the tax-man cometh. Are you ready?
December 05, 2014
End-of-year tax planning for investorsIt's the last hurrah before the tax-man cometh. Are you ready?
November 14, 2014
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, ToolsAn enhanced software program helps reps process more client information so they can grow their practices.