Tax Gain Harvesting: Tax Alpha With Raul Shah

Tax gain harvesting: Tax alpha with Raul Shah.

Raul Shah, CEO of Horizon Kinetics, discusses his approach to tax gain harvesting, which involves selling appreciated assets to realize capital gains and then buying them back to maintain exposure.

Shah argues that this strategy can generate tax alpha, or excess tax benefits, while also providing diversification and risk management benefits.

The article provides a detailed example of how the strategy can be implemented.

The strategy could have implications for individual investors and the broader market.