Tax

Be smart about cross-border tax

Many U.S. advisors are reviewing clients' portfolios due to American tax changes made over the last year.

By Staff |April 24, 2014

1 min read

7 tips to tax loss harvest

If your client sells an asset, she’ll have to pay tax on half her gains. And if another investment lost money, it can offset her capital gains and she’ll only pay tax on half of any remaining profit.

By Jessica Bruno |April 21, 2014

2 min read

What to do for senior clients

How to catch deductions and credits

By Jessica Bruno |April 21, 2014

4 min read

IRS snooping social media for info on tax cheats

IRS has reportedly turned to social media in an effort to nail tax cheats, reports Marketplace.

By Staff |April 17, 2014

1 min read