Avoiding Taxable Investment Activity

Avoiding Taxable Investment Activity

That opening title is a quoted greeting often used by Max Herzstein, one of my favorite clients who died in 2011. Max’s hyperbole seems remarkably apropos for today’s musing topic: avoiding taxable investment activity. In a recent “musings” I wrote about the value of long term tax deferral derived from infrequent trading. (read article here)…

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