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Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
On Wall Street September 1, 2010 Chertavian & Pruitt	Gaining From Your Losses Without Inflicting Costs Loss harvesting cab be an important tool which enables advisors to add to a client's after-tax returns.
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
Financial Planning June 1, 2011 David E. Adler	Costly Harvest Investing with full knowledge of tax consequences is critical for portfolio performance, and tax-loss harvesting is one of the most useful tools in an advisor's toolbox. But has the tactic been over-hyped?
Financial Planning September 1, 2008 John Phoenix	Seeking Tax Alpha Looking for tax alpha is a strategy based on a counterintuitive approach. Yet astute money managers will continue to do so and will post superior returns as a result.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
Financial Planning February 1, 2006 John Nersesian	Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters.
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
Financial Planning October 1, 2009 Donald Jay Korn	The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.
BusinessWeek October 31, 2005 Lewis Braham	A Rich Harvest Of Losses It's time to check your portfolio to see if there is anything you can sell to offset gains or reduce 2005 taxable income.
Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
On Wall Street December 1, 2009 Bill Fleming	Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains.
The Motley Fool April 29, 2009 Dan Caplinger	Use Your Losses Without Missing the Rally If you're still smarting from all the money you had to pay the IRS earlier this month, don't just suffer -- do something about it. Now's a great time to build up tax breaks for years to come.
The Motley Fool December 6, 2004 Bill Mann	It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.
Investment Advisor November 2006 Kathleen M. McBride	Equity Income Ingenuity The Goldman Sachs U.S. Equity Dividend and Premium Fund looks to provide a sustainable cash flow for extended lifespans.
Financial Advisor October 2008 Marla Brill	Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive.
The Motley Fool November 29, 2005 Philip Durell	Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers?
Registered Rep. January 1, 2007 Stan Luxenberg	Dodging the Taxman The rising market produced a gusher of trading profits in many funds, but the clients wind up paying the taxes. To avoid tax complaints next year, financial advisors should consider the after-tax returns their funds will generate.
Financial Planning February 1, 2010 Dan Moisand	Set Investors Straight The three sacred cows of personal finance are dollar cost averaging (DCA), tax-loss harvesting, and Roth conversions.
Financial Advisor September 2006 Marla Brill	Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.
Financial Advisor December 2005 Sydney LeBlanc	SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time.
The Motley Fool July 25, 2007 Tim Beyers	Speaking Mathanese: Tax-Loss Selling In this weekly segment of "Speaking Mathanese," tax-loss selling is discussed.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
The Motley Fool January 14, 2010	6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments.
BusinessWeek November 1, 2004 Young & Woolley	Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats.
The Motley Fool July 21, 2006	Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses?
AskMen.com Luis Rodrigues	Current Price vs. Current Value Unless you invest in the market strictly because of the allure of the gamble, you should be investing for the long-term.
Financial Advisor October 2006 Matt Hougan	Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note.
The Motley Fool May 17, 2006	Vexed by Good Fortune What do you do when your stock soars? Hang on or sell? Here's some advice.
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
The Motley Fool November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
The Motley Fool June 18, 2004	Should You Sell a Winner? What to do when your stock goes up too much.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.
The Motley Fool June 27, 2006 Tim Hanson	The Stock Market's Best Gains Make sure you have a plan in place to meet your financial goals. After all, without a sound long-term strategy, even the best stock pickers may be left picking stocks forever.
The Motley Fool December 14, 2004	Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
The Motley Fool December 10, 2009 Dan Caplinger	Watch Out For These Year-End Traps Sometimes, investments do strange things in December and January.
The Motley Fool April 8, 2008 Sham Gad	How the IRS Makes You a Better Investor Taking a look at your Schedule D tax forms could give great insight into your investing habits.
Financial Advisor December 2004 Joel P. Bruckenstein	Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring.
The Motley Fool September 25, 2007 T. Hanson & B. Richards	Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision.
Financial Planning February 1, 2006 Eichen & Longo	Investor Mistakes 101 Here's a brief review of common investing mistakes to watch out for -- and to explain to clients.
Financial Planning January 5, 2008 Donald Jay Korn	Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break.
The Motley Fool April 22, 2005 Roy Lewis	How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses.
On Wall Street March 1, 2013 Tom Roseen	Fund Documents Can Reveal Hidden Gems Annual reports, prospectuses, and statements of additional information from fund families provide information for investors that can be very instructive about their fund s relative tax efficiency.
The Motley Fool August 10, 2007 Tim Beyers	Speaking Mathanese: Investment Income The taxman cometh. Do you know what you owe? Sharpen your pencils. In this installment of Mathanese we tackle tax-loss selling, short-term gains and long-term gains.
The Motley Fool April 13, 2007 Selena Maranjian	Should You Sell a Winner? What should investors do with a stock that skyrockets before you planned to sell?
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
Investment Advisor May 2006 James J. Green	Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning.