Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors Say
By Jeff BermanJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
August 24, 2020
Tax-Loss Harvesting During Market Turmoil: Who Did It, Who Didn'tBackend Benchmarking compared robo-advisors' harvesting of losses this year and found big differences among platforms.
August 13, 2020
Riskalyze CEO: 6 Tips for Advisors to Thrive in a 'Risk-First Decade'CEO Aaron Klein also demonstrated new platform enhancements during a Fearless Week keynote.
July 31, 2020
6 Ways Advisors Can Prepare Clients for a Post-COVID-19 WorldHere's how we are helping our clients get ready to come of the crisis stronger.
July 14, 2020
Wells Fargo Reports Loss, Vows to Cut $10B"This cannot continue," CEO Charlie Scharf said.
June 25, 2020
CARES Act Expands NOL Carryback, Reversing 2017 Tax ChangesThe changes allow businesses to carry back losses for 2018, 2019 and 2020 for five years.
June 17, 2020
What to Do When You Lose a ColleagueIf the worst happens during the coronavirus pandemic, here are some ways to help yourself and to support others as they grieve.