ML-QuantSubscribe

SSRNOther

Diversifying Stock with CRUTs

The study suggests that combining charitable remainder unitrusts with tax-aware strategies can help investors diversify low-basis stock and increase after-tax wealth, integrating philanthropy and investment management.

Featured in No. 89 on 20 Mar 2025 · 2 days after release

Released
18 Mar 2025
First featured
No. 89 · 20 Mar 2025
Published in
Not yet, as far as Semantic Scholar knows
Shares when featured
3
Identifier
SSRN 5185645

Citations and venue from Semantic Scholar (ODC-BY), refreshed weekly. Summary: Quant Letter (CC BY 4.0).

    Type to search. Try rough volatility, LLM agents or FinGPT.

    ↑↓ move↵ openesc closeFull search page