Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Remind Clients of the Non-Market Returns You Provide: 7 Examples
By Andrew RiceBeyond the returns on their portfolios, chances are good that youve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.
April 01, 2013
7 All-Star Tax Experts: 7 Crisis-Tested StrategiesStrategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.
March 28, 2013
The first quarter’s biggest winnersWhich stocks have performed best so far this year?
March 27, 2013
Precious Metals and Taxes: What to Expect With TransactionsThe experts at Tax Facts Online on how sales of precious metals are taxed.
March 26, 2013
ETFs and Taxes: What Are the Advantages of Ownership?The experts at Tax Facts Online break down the tax advantages of owning ETFs.
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 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.