Quantifying the tax-loss harvesting benefit under the Biden tax plan, Part III
The Biden administration has proposed some of the most significant federal tax increases since 1993, mostly focusing on capital gains
Tax
Tax-loss harvesting: Decomposing sources of tax benefits with an interactive tool, Part II
In this next installment of our series on tax-loss harvesting, we explore three sources of tax-loss harvesting benefits in greater
Tax-loss harvesting: More than just deferral, Part I
Tax-loss harvesting strategies are often thought of as a deferral strategy with investors utilizing tax benefits in the short-term only
A new conceptual framework for tax-loss harvesting with long/short extension
In a portfolio context, an investor does not need to lose any economic value to claim tax losses. This is
The Long and Short of It – The next evolution of tax-loss harvesting
Recent headlines regarding potential capital gain tax increases targeted at the nation’s wealthiest investors have led to an increased focus