Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
March 14, 2023
3 Ways to Help Clients Create Tax-Efficient PortfoliosThe potential generation of tax savings over the long term can elevate the advisor-client relationship.
February 24, 2023
12 Tax-Saving Moves for Client Portfolios: Advisors' AdviceThe right tax strategy could save some of your clients a literal fortune.
February 24, 2023
The Murky Side of Tax-Loss HarvestingA recent ProPublica story raised questions on abuse of wash-sale rules. Here's what advisory pros think.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.
February 15, 2023
Bond Investors Could Score Major 'Tax Alpha' This YearPolicy shifts could tee up some excellent tax loss harvesting opportunities in fixed income, Parametric's Nisha Patel says.
January 27, 2023
Slott, Levine: 7 Useful Facts About Tax Diversification and RetirementIt's a simple concept, but putting it into practice is anything but, Ed Slott and Jeff Levine say.
January 24, 2023
Why Your Next Go-To CPA Partner Could Be OffshoreFinancial planning professionals will have to search harder and harder for trusted CPA partners in the coming years.
January 03, 2023
FTX Fallout Will Benefit Crypto in the Long Run: Bitwise CIOAdvisors have an important role in crypto investing, Matt Hougan tells ThinkAdvisor.
December 30, 2022
How Is Crypto Taxed? Your Crypto Tax Guide for 2023From capital gains and losses to crypto-specific transactions to wash-sale rules, there's a lot to know.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.