Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Wells Fargo Earnings Take $3.25B Litigation Hit
By Laura J. KellerThe latest charge comes after a $1 billion expense in the third quarter; the bank is struggling to cut costs after consumer scandals.
December 11, 2017
Andy Friedman Answers Top 7 Advisor Tax Bill QuestionsFriedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
September 29, 2017
Senate Budget Won't Allow Full ACA DefundingRepublicans intend to use the budget resolution to push through as much as $1.5 trillion of tax cuts in the coming months.
August 23, 2017
The Tall Tax Tale of Why Country Songwriters Get Capital Gain TreatmentThis tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
May 17, 2017
Amy Florian — Leading Through Loss: The 2017 IA 25Amy Florians road to becoming an expert on grief and transition started with her own loss.
May 11, 2017
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed FundFrank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
May 05, 2017
Senate ACA Replacers May Tap Medicare Surtax and Net Investment TaxFully repealing both taxes could cost the U.S. government $275 billion in revenue over 10 years, according to CBO analysts.
May 03, 2017
ACLU, Planned Parenthood Get Dramatic Donation Boost in Trump’s First 100 DaysMeanwhile, tax experts see potential for damage to nonprofits in White House tax plan.