Markets & outlook · Podcast

The Value Of Assessing Clients' "Tax Risk Tolerance" Amidst IRS Scrutiny Of Tax-Aware Investment Strategies, With Jeff Levine

For advisors who use or consider tax-aware strategies, the discussion focuses on client risk tolerance and the due-diligence questions raised by greater IRS attention. It frames tax savings alongside the financial and personal costs of scrutiny.

On the publisher’s site

Summary

By the markets & outlook desk

The episode covers recent IRS scrutiny of tax-aware investment strategies, including Section 351 ETF conversions and other transactions. Jeff Levine discusses how advisors can assess a client's tax risk tolerance and capacity, weigh potential tax savings against the costs of IRS scrutiny, and conduct due diligence before recommending complex tax strategies.

Recent IRS guidance on tax-aware investment strategies is discussed, including Section 351 ETF conversions and other transactions facing greater scrutiny.
Advisors are prompted to assess both a client's tolerance and capacity for tax risk.
The episode covers weighing potential tax savings against the financial and personal costs of IRS scrutiny.
It addresses due diligence before recommending complex tax strategies.

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