Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
How Is Crypto Taxed? Your Crypto Tax Guide for 2023
By Ed McCarthyFrom capital gains and losses to crypto-specific transactions to wash-sale rules, there's a lot to know.
December 14, 2022
Why ESG Investing Is 'a Mess' and What to Do About ItFrontier Asset Management CEO Rob Miller explains how to best align client values and investments, and the tax planning implications.
November 21, 2022
12 Top Tax Questions About Capital Gains, Losses and Worthless SecuritiesYour clients have questions about how 2022's volatile market will impact their tax bill. Here's how to respond.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 08, 2022
How Fund Capital Gains Could Hurt Investors — Even With Market LossesMany funds have had redemptions due to market weakening in 2022 and have sold assets to meet demands for cash, explains Morningstar's Stephen Welsh.
November 04, 2022
What CPAs Want Advisors to Know About Tax MitigationThe time is right for advisory professionals to find better ways to collaborate with their clients' CPAs.
November 04, 2022
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale RuleClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 04, 2022
10 Ways to Find Opportunity in This MarketNow is the time to improve your clients' positioning and take advantage of some down-market strategies.