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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Tuesday, September 29, 2026The Morning Brief →Sign in
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Jeffrey Hochberg

In PWD coverage since September 29, 2026 · 1 story
PWD coverage
portfolio

IRS ruling targets ETF conversions used to realign appreciated portfolios

The revenue ruling says a prearranged conversion that quickly and materially changes a portfolio can be recharacterized, leaving the holding period and the size of the shift open.
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