Planning

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No Surprise, Timing is Everything

David Barnard, Head of Bernstein Private Wealth Management, reviews a year of seismic shifts in the political landscape and repeated reversals of market directions, in “No Surprise, Timing Is Everything,”.
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Tax Strategies 2015 Video: How to Defer Taxes

This video is devoted to deferring taxes—which can in some cases last for decades! We discuss contributing to a tax-deferred account, harvesting losses against gains (yes, that’s usually a deferral technique, not a way to eliminate a tax bill), and delaying the recognition of income or gains.
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