PIMCO Exec, $M Units, and a Whole Lot of Taxes
The strategies we covered—from tax-aware hedge funds to box spreads—that can save millions for high earners in California.
What we talked about over chicken sliders at R+D Kitchen:
Tax-aware hedge funds to create deductions against W-2 income and M-unit distributions. At the top CA bracket, every dollar of deduction saves 50 cents in taxes.
Primary residence appreciation well in excess of the $500k Section 121 exclusion. A long/short SMA can systematically harvest capital los…
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