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Investment Advisor January 2006 Robert Breshock	The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.
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?
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 December 14, 2004	Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return.
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?
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.
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.
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.
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 December 3, 2008 Dan Caplinger	The January Effect Won't Save You If you're looking forward to the New Year to bring your portfolio a much-needed relief rally, prepare to be disappointed.
The Motley Fool November 2, 2005	Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks.
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.
The Motley Fool November 17, 2004	Beware of "Churning" When brokers and fund managers churn, you usually pay.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
The Motley Fool August 15, 2007 Tim Beyers	Speaking Mathanese: Investment Losses In this installment of Speaking Mathanese we discuss the best way to handle investment losses. First rule: Don't give Uncle Sam a handout.
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.
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.
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.
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 August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
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.
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.
The Motley Fool June 18, 2004	Should You Sell a Winner? What to do when your stock goes up too much.
The Motley Fool May 29, 2009 Dan Caplinger	You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past.
Financial Planning June 1, 2005 Mark S. Longo	The Options Option When and why should financial planners consider using options in client portfolios?
Financial Advisor September 2006 Marla Brill	Back In The Spotlight Tax-sensitive funds are gaining new interest from investors.
The Motley Fool October 15, 2004 Roy Lewis	Index Options Over ETFs? If you're a short-term trader, then options are the lower-tax bet.
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.
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.
The Motley Fool November 25, 2009 Selena Maranjian	Time to Sell Those Winners -- and Losers The end of the year is approaching, and there are things you can do now to reduce your tax hit.
The Motley Fool March 27, 2009 Dan Caplinger	Cut Your Taxes With This Easy Step Choose the right shares to sell and save.
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 January 5, 2010 Dan Caplinger	Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.
The Motley Fool June 16, 2006 Roy Lewis	What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes.
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.
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 August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
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.
BusinessWeek December 13, 2004 Adrienne Carter	Their Losses, Your Gains Funds hit hard by the tech bust are back -- with tax holidays for investors.
Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
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.
The Motley Fool July 16, 2007 Tim Beyers	Speaking Mathanese: Capital Gains Taxes Can you beat the market? Here's the math you need to find out, explained in plain English. Did you include dividends when calculating capital gains taxes? Believe it or not, you shouldn't have.
The Motley Fool January 11, 2005	Calculating Capital Gains Calculate your gains correctly, and you can save hundreds in taxes.
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.
The Motley Fool December 3, 2004 Josie Raney	Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds.
The Motley Fool September 14, 2009 Dan Caplinger	3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape.
The Motley Fool April 16, 2008 Dan Caplinger	Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill.
BusinessWeek June 21, 2004 Anne Tergesen	Letting Go Of Your Big Winner You've made a fortune on one stock. But now is the best time in decades to diversify.
The Motley Fool February 2, 2010 Dan Caplinger	You Can't Afford This Huge Mistake If you start trading frequently instead of investing for the long run, you'll end up costing yourself a lot more than you may think -- and you'll dig yourself so deep a hole that you may never get out.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.