Portfolio Margining: Recent Developments and Innovations In Single Stock Concentrated Risk Management

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4 pages
Source: Intelligent Edge Advisors
Thomas J. Boczar, CFA Douglas Engmann

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Abstract

The prepaid variable forward has been the subject of a number of unfavorable tax rulings that conclude that hedging appreciated stock through prepaid variable forward triggers a taxable event. New portfolio marketing rules introduced the possibility of viable alternatives that have far less tax risk.
Topics
Private Wealth Management
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Risk Management
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Standards, Ethics, and Regulations (SER)
Credits · About the CE Program
0.5 CE (including 0.5 SER) Manage CE Credits

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