Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Trends in Separately Managed Accounts: Tax Loss Harvesting on the Rise
By John SullivanJacob Gold, a star of cable TV money shows, uses SMAs in the taxable environment to a considerable competitive advantage.
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...
November 18, 2010
New Greek Budget Cuts Deep; Strikes ThreatenedTaking draconian measures that include slashing from already austere public spending and raising taxes, Greece unveiled its new proposed budget on Thursday.
November 17, 2010
The Quest for Tax AlphaWith the Bush tax cuts set to expire at the end of this year, advisors need a plan for actively managing Uncle Sam's upcoming bills for high-net-worth investors.
November 15, 2010
Corporate Debt Safer Than Euro Zone Sovereign DebtEurope's sovereign debt crisis has turned the region's credit markets upside down.