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OPG and Anchin Hedge Fund Year End Tax Planning

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December 11, 2020

OPG and Anchin Hedge Fund Year End Tax Planning

George Teixeira (Partner, Tax Leader of Financial Services) and others to discussed year end tax topics:


  1. Biden tax proposals
  2. Realize gains or other income in 2020?
  3. Tax planning using section 1259 (box)
  4. Fund and Mgt Co year end planning ideas
  5. Tax loss planning
  6. Wash sale for year end
  7. Turning LTCL into STCL
  8. Worthless securities planning
  9. Post Year-End Tax Planning ideas

 

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