In nearly 20 years of working closely with wealthy families, I’ve learned one thing that is almost always true: there’s a capital gains tax to be paid in any given year. That’s why tax-loss harvesting ...

For affluent individuals, building and preserving wealth involves more than picking the right stocks or stashing cash in ...

Tax loss harvesting is a powerful tool to reduce your tax burden legally and smartly. With the correct understanding and timely execution, it can significantly enhance your post-tax returns. As we ...

Please be aware that the integration of Credit Suisse and UBS creates a unique opportunity for fraudsters to contact our clients purporting to be from our organization or selling fake investment ...

The IRS allows you to deduct capital losses on a stock or other investments from your taxable income. You will have to file Form 8949 and a Schedule D to report any losses. You may want to consult ...

Systematic investing can also unlock a critical and particularly well-suited feature for multi-asset crypto portfolios: automated tax-loss harvesting. You're reading Crypto Long & Short ...

Systematic investing can also unlock a critical and particularly well-suited feature for multi-asset crypto portfolios: automated tax-loss harvesting. Investors buy assets they expect to ...

Systematic investing can also unlock a critical and particularly well-suited feature for multi-asset crypto portfolios: automated tax-loss harvesting. You're reading Crypto Long & Short, our weekly ...

It would defeat the purpose of the whole strategy if, for example, you save $500 in taxes but miss out on a $1,000 gain. If you’re looking to harvest tax losses, it’s usually best to stick to ...

Capital gains that are deferred through reinvestment in a QOF are not deferred indefinitely and maintain their original tax character (e.g., short-term capital gain, long-term capital gain ... to ...