Tax Regime Change by Lincoln Fleming July 7, 2021
The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...
Tax Regime Change by Lincoln Fleming June 29, 2021
Under the current tax code, most inherited assets receive a “step-up” in basis to fair market value on the date of the decedent’s death. President Biden’s proposal to repeal the step-up in basis could have an enormous impact on ultra-high-net-worth and high-net-worth investors if passed...
Tax Regime Change by Taotao Cai & Ben Schneider October 6, 2020
In a White House press briefing in August, US President Donald Trump said he is “considering a capital gains tax cut.” While the administration has discussed a straightforward reduction of the long-term capital gains rate, the impact of such a change...
Tax Regime Change by Patrick Geddes September 29, 2020
After our recent analysis of the impact of some of the Biden tax proposals on loss harvesting, we met several times with a number of tax experts among our clients to share our findings and listen to their views...
Tax Regime Change by Ben Schneider August 19, 2020
As part of a broader tax plan, US presidential candidate Joe Biden has proposed changes to the treatment of capital gains. Because Aperio manages portfolios designed to increase investors’ capital gains efficiency, we explored the impact of the proposed changes...
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