The Massachusetts Supreme Court ruling against the online trading app last month could create “more breathing room” for other states to follow through on their own fiduciary regulations.
One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.
Join us tomorrow, as we delve into the world of "Quality Control" and equip you with the tools and insights needed to fortify your client portfolios and navigate the intricate web of today's financial landscape.
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