Parametric grows its support for active strategies - taxable wealth weekly

Parametric grows active, transferrable renewable energy credits, taxation of VPFs, the External Revenue Service, and exchange fund research

What I’m reading:

• Parametric expands Custom Active by more than 35 new strategies

• Baker Tilly Launches Fund for Renewable Energy Tax Credits

• A Brief Guide to Pricing and Taxation of Variable Prepaid Forwards

• America First Trade Policy (proposed External Revenue Service)

• Vanguard: The ABCs of ETF liquidity

• Changing domicile from a high-tax state to a low-tax state

• “Cash balance plans" and why self-employed, high-earners should care

• (2012) Exchange Funds: A Proposal for Regulations, Finally

• (2010) Am I the Only Person Paying Taxes?: The Largest Tax Loophole for the Rich – Exchange Funds

Cool illustration of ETF creation/redemption (see Vanguard article above).

FYI: I’m introducing a paid tier in the coming days

Tax Alpha Insider will be delivered 3-4 times per week.

~2 articles per week will be free and lightweight

~1-2 articles per week will be paid, and deeper analysis

Subscribers will have access to a private chat.

More on this in Sunday’s newsletter.

Thanks for reading.