Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
AIG Losses Foretell More Industry Problems, One Analyst Predicts
By Mark E. RuquetAmerican 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 ...
February 01, 2008
Expansion of AMT Put OffA flurry of last-minute year-end legislative action by the first session of the 110th Congress included a bill that postpones by a year expansion of...
January 30, 2008
Cushioning the BlowSwiss banking and securities giant UBS took the unusual step of pre-announcing full-year and fourth-quarter results on January 30. The Zurich- and Basel-based company says it "will report a net loss attributable to shareholders of approximately [Swiss francs] CHF 4.4 billion for full-year 2007," or about $4 billion U.S. dollars,...
January 17, 2008
Merrill Lynch Reports $8.6 Billion LossMerrill Lynch suffered a loss of $8.6 billion "from continuing operations" for 2007, caused "by significant declines in Fixed Income, Currencies & Commodities (FICC) net revenues," for the last two quarters of the year, the firm said in a January 17 announcement.
December 24, 2007
Expansion of AMT Put OffA flurry of last-minute legislative action by the 110th Congress included a bill that postpones by a year expansion of the alternative minimum tax to millions of taxpayers--from four million to 25 million, according to the White House, which said President Bush would sign the bill.
December 01, 2007
The Mourning AfterAs the december holiday season approaches, we want and expect it to be a time of joy, warmth, and intimacy with family and friends. But...
September 02, 2007
Choosing The Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...