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...

‘Tis the Season! But Does it Have to Be?

Here we go again.  It’s December and many of you who have been in the tax industry for the last 20 or so years, as I have been, are bracing for a long and stressful 4 months.  Firms cram 12 months’ worth of work into a quarter of that time, asking employees to spend...