Summary | Since the financial crisis, many clients have seen
their portfolios grow fat. They've also seen their tax bills go
up as well. As a result, with fewer opportunities for tax-loss
harvesting to offset those gains, advisers say clients want
more sophisticated tax-minimization strategies.
their portfolios grow fat. They've also seen their tax bills go
up as well. As a result, with fewer opportunities for tax-loss
harvesting to offset those gains, advisers say clients want
more sophisticated tax-minimization strategies.
blogs.wsj.com | 21 May 2015