At the Money: How to Pay Less Capital Gains Taxes

We'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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