Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
5 Steps to Take Now on Year-End Tax Harvesting
By Mike PattonDecember is when you should gather data on your clients 2015 mutual fund capital gains distributions and take action.
September 27, 2015
10 States With Most Unfair TaxesResidents in these states may be paying much more or a lot less than their fair share.
July 30, 2015
Mid-year tax planning adjustments for your clientsWith more than half of the year over, it's prudent to consider making adjustments to manage tax liability for 2015 and beyond.
July 30, 2015
Mid-year tax planning adjustments for your clientsWith more than half of the year over, it's prudent to consider making adjustments to manage tax liability for 2015 and beyond.
June 18, 2015
House votes—again—to repeal PPACA tax on medical devicesBackers have not come up with a "revenue raiser" to offset the projected budget effects.
June 18, 2015
House votes—again—to repeal PPACA tax on medical devicesBackers have not come up with a "revenue raiser" to offset the projected budget effects.
June 18, 2015
The 10 most expensive data breachesThe average cost of a data breach hit $5.9 million in 2014, up 9 percent from the previous year. How much have insurers lost?
April 29, 2015
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: IncomeViewing clients tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.