For investors using direct-indexed equity strategies, tax-loss harvesting becomes a major focus, as it may help improve after ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, economics, and public policy. Peter began covering markets at Multex (Reuters) and has ...

Tax management is about more than just deferring taxes to reduce this year’s bite. It’s also about managing where and how taxes show up over time. With tax-loss harvesting, realizing a loss on one ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. For decades, Washington State enjoyed a reputation as a tax ...

The tax treatment of stock sales depends on several factors: how long you held the shares, your income level, the type of account the stock is held in and whether you are selling at a gain or a loss.

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Beware. When you receive a grant of restricted stock units (RSUs), do ...