Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
How to pay lower taxes on investments
By Ben StevermanThere are ways to lower your clients' taxes that don't ask you to predict the future or rely on complicated computer algorithms.
April 22, 2015
Let the Robots Do Your TaxesCapital gains taxes are a far trickier beast than passive asset allocationso tricky, only a robot might be able to defeat it.
April 02, 2015
Taxing TimesCome April, if not earlier, taxes occupy a huge space in your clients brains. If youre providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
April 01, 2015
Are You a Tax-Savvy Advisor?Three steps to help lower your clients blood pressure, and yours, during tax season.
March 19, 2015
Taxes and Appreciated Securities: When Should You Sell?The guiding principle: determine how much an appreciated stocks price would need to decline to equal the loss incurred from paying the tax.
March 11, 2015
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAsSEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
March 10, 2015
The Beach Condo Rental Tax Write-Off? Not So FastEven assuming its a rental property for part of the year, the condo tax break option doesnt mean it will work out.
February 02, 2015
Tax Season 2014: Your Quick List of Best PracticesThe 2014 tax season is now here, and this could be the busiest time of year for many advisors.