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Consult Resources to learn all about Tax Analysis of Securities Transactions (TAST).

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White Papers & Articles


G2 ARTICLES

WHITE PAPERS

For in-depth discussions on tax analysis for securities transactions, read our White Papers. Go to G2’s Resources section, a compilation of practical reference material on key tax concepts and terms, including wash sales, constructive sales, straddles, qualified dividends, dividends received deduction, substantially identical and offsetting position.
George Michaels continues to keep the topic of tax-aware investing (TAI) alive and well. Wall Street Letter's commentary section features "Tax Aware Investing Technology," Mr. Michaels thoughts on how investors can now use computer algorithms to avoid the year-end crunch and perform tax-loss harvesting as well as other TAI techniques all year long to optimize after-tax returns.
The Power of Automated Tax-Aware Investing by George Michaels. This article discusses how tax-aware investing technology can help optimize after-tax returns.

"What do retail investors have that institutional investors want? Ready access to sophisticated software designed to help them increase their investment earnings. Thanks to the rise of the so-called “robo-advisors,” 35+ firms with $19+ billion in AUM, more and more mass affluent investors (with less than $1 million in capital) now have the power of tax-aware investing (TAI) technology and the promise of improved after-tax returns – all at their fingertips. and Brian Roberti, discusses proactive and predictive tax alerts, which warn investment managers about tax implications of their trading activity and help keep them out of the danger zone: revealing unexpected disallowed losses or even tax liabilities on non-existent gains." Read more here.
The Road to Tax Alpha by George Michaels and Brian Roberti, discusses proactive and predictive tax alerts, which warn investment managers about tax implications of their trading activity and help keep them out of the danger zone: revealing unexpected disallowed losses or even tax liabilities on non-existent gains.
Tax Reform and Compliance Reporting Cause a Stir for the Alternative Investment Community: Cost Basis Reporting, Form PF and FATCA by George Michaels, discusses the need for investment managers and hedge funds to have a clear and actionable plan in place in order to comply with the complex issues these requirements present. Both Registered Rep and Accounting Today ran this article. 1/20/12
One Size Doesn’t Fit All Hedge Funds by Brian Roberti, director, sales and marketing, examines how to mitigate the risks faced by hedge fund managers when selecting a business-critical system. 6/9/11
Requiem for Paper Information Statements by Rutgers University Business School professor Jay A. Soled with assistance from Prof. Joseph Bankman, tax historian Joseph J. Thorndike, and computer specialist George Michaels. Originally published in Tax Analysts. Thoughtful review of the role of paper information statements and their retirement in favor of electronic media. 8/9/10