FIFO Proposal on Tax Management by Paul Bouchey of Parametric

FIFO Proposal on Tax Management by Paul Bouchey of Parametric

Good synopsis of the potential impact of the FIFO proposal on tax management by Paul Bouchey of Parametric. The FIFO proposal wouldn’t eliminate tax management operations, but it would definitely change investors’ approach. Excerpt: “One of the tax law changes...
Sit back and Relax, let us do the work…

Sit back and Relax, let us do the work…

Meet Jane, Jane is a cost basis analyst in the middle of tax season…she arrives at work, sits down at her desk, Starbucks in hand and looks at her computer to find 10,000 breaks that need to be reconciled. UGH and it’s only 9am; just when she thought she was going to...