How to Pay Less Capital Gains Taxes | Masters in Business | At the Money
January 24, 2024
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12:46Now PlayingHow to Pay Less Capital Gains Taxes | Masters in Business | At the Money
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as posted by the channelWe're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, Barry Ritholtz speaks to Ari Rosenbaum about investment vehicles designed to avoid big tax bills. Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks.
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Bloomberg Radio host columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
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