Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
What CPAs Want Advisors to Know About Tax Mitigation
By John ManganaroThe time is right for advisory professionals to find better ways to collaborate with their clients' CPAs.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 03, 2022
How to Help Clients See the Benefits of Tax Loss HarvestingHarvesting tax losses is the correct, proactive move we should be making, but it's tough to explain it to clients.
October 31, 2022
Got Crushed in the Market? Harvest Losses to Lower TaxesIt's been a rocky year in the markets for investors, but smart moves now can make their taxes less painful in April.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 24, 2022
Fidelity Rolls Out Institutional Custom SMAsFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.
October 17, 2022
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the TableFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
October 13, 2022
A Way to Reduce Tax Bills in Down MarketsTax-loss harvesting can help make this year's market performance a little more bearable for your clients.