Tax Forward Approach to Alternatives

The Tax Forward Approach to Alternatives session explores integrating alternative investments into client portfolios to help maximize after-tax outcomes while aligning with clients’ investment objectives.

Learning Objectives:

• Explore the structure, mechanics, and tax benefits of Exchange Funds and how they can be used to diversify concentrated equity positions
• Analyze Long/Short Private Fund strategies with a focus on tax management, including tax deferral, diversification, and tax-alpha creation through tax-loss harvesting
• Learn how REITs pass through the tax benefits of real estate ownership to individual investors in the form of tax-advantaged income
• Understand how insurance offerings such as private placement life insurance and private placement variable annuities can help clients achieve tax-advantaged growth
• Evaluate the different applications of these vehicles for different client profiles and portfolio objectives