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Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.
April 1 -
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 -
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 -
It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.
February 22 -
Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years
September 8Commonwealth Financial Network. -
The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
July 22Farella Braun + Martel