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Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26 -
Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.
December 12 -
Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.
November 16 -
Your employees' well-being; statutory residency; new blog in town; and other highlights from our favorite tax bloggers.
October 3 -
Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.
May 23 -
The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.
March 28 -
New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.
February 26 -
Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.
August 23 -
The board issued an accounting standards update aimed at better aligning hedge accounting with an organization’s risk management strategies.
March 28