Is Your "Tax Alpha" About to Become an Audit?
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan, author of Tax Alpha Insider, to discuss the growing scrutiny around tax-aware investing strategies. They break down new Treasury and IRS guidance targeting Section 351 ETF conversions, why regulators are taking a closer look at box-spread ETFs and related partnership structures, and whether this signals the beginning of a broader crackdown on tax optimization. Plus, which strategies remain on solid ground, where advisors and investors could be exposed, and what advisors should be telling clients as the rules around tax-efficient investing continue to evolve.
This episode is sponsored by WisdomTree. To schedule an introductory call, visit: http://wisdomtree.com/PortfolioConsultations
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