Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Fund in Focus: Goldman Sachs CORE Tax Managed Equity Fund
By Staff WriterDonald Mulvihill, manager since April 2004 S&P Rank: 5 Stars A Smoother Ride to Higher After-Tax Returns
July 01, 2004
Harvesting Those LossesAt the beginning of 2003, many observers argued that the vaunted tax efficiency of exchange traded funds was likely to be unimportant for the foreseeable...
June 28, 2004
House Responds to Senate-Passed Jobs PackageRecently, Chairman Thomas introduced the American Jobs Creation Bill in the House of Representatives for passage. Similar to the recently passed Senate Jumpstart Our Business...
May 06, 2004
UnumProvident Clears Out Old Individual DI PoliciesNU Online News Service, May 6, 2004, 5:47 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., is trying to clean house.[@@]The disability insurance and worksite ...
March 18, 2004
CIGNA Offers Wellness DiscountsNU Online News Service, March 18, 2004, 1:54 p.m. EST -- CIGNA HealthCare, Bloomfield, Conn., wants to cut the cost of wellness.[@@]The company's free ...
March 01, 2004
Efficiency ExpertsAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
January 19, 2004
Republicans Plan Pension Reform BillNU Online News Service, Jan. 19, 2004, 10:46 a.m. EST -- U.S. House Republicans are developing a major legislative proposal for strengthening the defined ...
January 01, 2004
Fewer Taxable Estates Will Create Profound Planning ChangesFewer Taxable Estates Will Create Profound Planning ChangesThere is little question that the number of taxpayers subject to an federal estate or gift tax is ...