Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
November 01, 2003
Year-Round Harvesting ChoresHere are several ways for advisors to be tax-aware year-round. oSell investments with heavy losses and acquire the same or a similar investment (beware transaction costs,...
November 01, 2003
Turning Losses to GainsIt's getting closer: That loathed end-of-the-year tax season that causes many investors to scramble in search of cash to pay for an unexpected tax bill...
October 29, 2003
Quotesmith Reports Smaller 3Q Net LossNU Online News Service, Oct. 29, 2003, 11:22 a.m. EST -- Quotesmith.com Inc., Darien, Ill., says it has cut its losses by significantly reducing ...
October 27, 2003
Allmerica Reports $11 Million In 3Q Net EarningsNU Online News Service, Oct. 27, 2003, 5:35 p.m. EST -- Allmerica Financial Corp., Worcester, Mass., is reporting $11 million in net income for ...
October 20, 2003
Moody's: 2002 Bond Losses Exceed 7% Of Statutory CapitalNU Online News Service, Oct. 20, 2003, 6:45 p.m. EDT -- Bond-related losses at the U.S. life insurers rated by Moody's Investors Service, New ...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...
July 30, 2003
Healthaxis Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:26 p.m. EDT -- Healthaxis Inc., Irving, Texas, a company that sells systems for handling employee benefits ...
July 30, 2003
Quotesmith Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:29 p.m. EDT -- Quotesmith.com Inc., Darien, Ill., a Web-based insurance broker, is reporting a $308,000 net ...
May 27, 2003
60/40 Treatment of Futures, Options under AssaultWASHINGTON (HedgeWorld.com)--The U.S. Senate's vote for the Jobs and Growth Tax Relief Reconciliation Act of 2003 came with a last-minute kicker--a manager's amendment containing various...
May 09, 2003
Healthaxis Reports Smaller 1st Quarter Net LossNU Online News Service, May 9, 2003, 11:31 a.m. EDT -- Healthaxis Inc., Irving, Texas, is reporting a $1.4 million net loss for the ...