Tax
A Tax Upon Your Gains
It’s mutual funds distribution season. Many mutual funds will be calculating up their profits and distributing the capital gains to shareholders over the next two months. What many shareholders don’t understand, however, is that mutual fund capital gains tax is their responsibility, not the fund’s. How can you help your clients avoid tax surprises when…
Read MoreSpring Cleaning For Your Financial Practice
Ahhhh, spring. For many of us, the warmer weather is welcome after an exceptionally cold, gray and overly blah winter. As we throw open the windows, our thoughts turn to that common ritual of March and April: spring cleaning. While we typically think of spring cleaning for our physical environment, it’s also a good idea…
Read MoreAsset Location Strategy Focuses On Improving After-Tax Returns
A frequent topic of conversation during advisor / client meetings is that of asset allocation. Most investors are familiar with the basic principles of diversification and optimizing asset allocation will always be a major consideration in the pursuit of maximizing account returns. One topic that is just as important but less frequently discussed is asset…
Read More