ETFs

At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.

Optimism is building that a game-changing fund design that will help asset managers shrink clients' tax bills will soon be approved by the SEC.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors.

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.

A Missouri-based wealth manager is poised to join the small but growing list of firms who have flipped assets into exchange-traded funds to help investors slash their tax bills, prepping one of the largest launches of its kind.

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

What to do next month; White House returns; taxing AI; and other highlights from our favorite tax bloggers.

Tax-loss harvesting through "highly correlated" products is driving a significant share of trading volume, according to a working academic paper.

Distinct tax treatments have historically separated the ETF and mutual fund categories, with the former able to avoid capital-gains levies.