Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Buffett: Tax the Wealthy
By Marlene Y. Satter'My friends and I have been coddled long enough by a billionaire-friendly Congress,' Buffett concluded in a New York Times op-ed. 'Its time for our government to get serious about shared sacrifice.'
April 20, 2011
Trends in Separately Managed Accounts: Tax Loss Harvesting on the RiseJacob Gold, a star of cable TV money shows, uses SMAs in the taxable environment to a considerable competitive advantage.
January 18, 2011
2010 Q4 Earnings: Citigroup Sees Profits for First Time Since 2007For the first time since CEO Vikram Pandit took over the leadership of Citigroup in 2007, the bank reported annual profits in its end-of-year earnings, at $10.6 billion, or $0.35 per share.
January 11, 2011
Law That Simplifies Mutual Fund Tax Rules Praised by ICITwo days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
December 30, 2010
Year End Tax Planning and New Year StrategiesImplementing strategies now can optimize taxes and portfolios for the new year.
December 29, 2010
Year-End Tax Strategies Advisors Can Still Recommend to ClientsSteps to take as 2010 ends to maximize client deductions, limit taxes paid.
December 05, 2010
Taxes, Deficit Dominate Discussions by GOP, DemocratsThe economy was prominent on the Sunday talk shows; once again Republicans and Democrats duked it out over their differing views of what’s needed and what will happen in the coming year.
November 19, 2010
Bonds Still Spell Trouble for Ireland, GreeceIrish bonds fell Friday when Allied Irish Banks PLC announced that deposits had dropped 17% during the crisis. As the European Union (EU), International Monetary Fund...