Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 22, 2013
Wanted: Smart Strategies for Wealthy’s Steeper Tax LandscapeNot since Jimmy Carters presidency have the very well-off been subject to such high tax liability. The increases are permanent.
February 20, 2013
5 Wacky Tax Deduction Ideas (and Why They Might Work)Rachel Louise Ensign helpfully rounds up some of the oddest tax deduction attempts and explains why some work and some dont.
February 05, 2013
UBS Reports Loss of $2.1B as Advisors Top $1M in Average ProductionPlus, the wealth management unit in the Americas added nearly 30 advisors in the fourth quarter.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
January 14, 2013
The Global Tax Climate Is ChangingIn times of austerity, every dollar countsand so do uncollected dollars.
January 03, 2013
2013: Stop-lossImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.
January 03, 2013
2013: Stop-lossImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.
December 17, 2012
As Fiscal Cliff Nears: To Sell or Not to Sell?Four issues Ill be considering on behalf of my clients' investments as the New Year approaches.