The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment ...
For advisors who use or evaluate tax-aware strategies, the episode focuses on client risk tolerance and due diligence around IRS scrutiny, including Section 351 ETF conversions.
Summary
By the markets & outlook deskThis Kitces.com podcast episode features Jeff Levine discussing recent IRS guidance on tax-aware investment strategies, including Section 351 ETF conversions and other transactions facing greater scrutiny. It covers how advisors can assess a client's tax risk tolerance, weigh tax savings against the costs of IRS scrutiny, and conduct due diligence before recommending complex tax strategies.
- Recent IRS guidance has increased scrutiny of tax-aware investment strategies, including Section 351 ETF conversions.
- Advisors are encouraged to assess a client's tax risk tolerance in terms of both tolerance and capacity for risk.
- The discussion covers weighing potential tax savings against the financial and personal costs of IRS scrutiny.
- The episode addresses due diligence before recommending complex tax strategies.
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