Abstract
n this presentation, I discuss a number of transactions, some of which may be unfamiliar. By including the unfamiliar, I hope to open advisors’ minds to new ways of managing taxable clients’ portfolios through the use of innovative transactions to improve after-tax performance. In my experience, portfolio managers tend to resist complex transactions, especially those involving derivatives and that require time and patience not only to explain to clients but also to properly construct. But I believe that advisors owe it to their clients to explore ways to improve the tax efficiency of their portfolios, whether their holdings are individual securities or collective investments, such as mutual funds and hedge funds. Fortunately, anomalies within the U.S. tax code enable savvy advisors to improve their clients’ after-tax performance.
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