Investment strategies

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

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.

Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

Your employees' well-being; statutory residency; new blog in town; and other highlights from our favorite tax bloggers.

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.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.

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.

The board issued an accounting standards update aimed at better aligning hedge accounting with an organization’s risk management strategies.

The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.

Chargebee has acquired Brighback; and GTreasury has bought Hedge Trackers.

FASB's proposed update could help companies with their risk management, but they will probably need sophisticated hedging expertise to benefit.

The Financial Accounting Standards Board released a proposed accounting standards update Wednesday to better line up a company’s hedge accounting with its risk management strategies.

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

One of the biggest arguments against checks is that they’re just plain old, invented to support even older banking processes.

The new hedge accounting standard is encouraging more companies to re-evaluate their risk management, according to a new report from Deloitte.