Wall Street desks track how "tax aware investing" drives alpha, noting value stocks in financials rose 4.5% after strategic gain deferrals. Portfolio turnover has dropped 12%, reducing taxable events across managed accounts. 2 Problems Rivian, Lucid, and Tesla Will Face After the EV Tax Credit Expiration was originally published by The Motley Fool That's effective this year. Interestingly, effective January 20, not January 1, really tied to inauguration date, but for a property that's placed in service on or after that date. Options traders are applying "tax aware investing" by structuring covered calls to generate premium income taxed at favorable long-term rates. S&P 500 options market saw a 9% rise in strategies aligned with this goal.
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